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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,762 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,144 | $56,317+157.7% | $71,209+103.8% | $74,304+95.3% |
| Participation rate | 85.6% | 55.1%+30.5pp | 73.8%+11.8pp | 60.3%+25.2pp |
| Annual return | 14.51% | 42.83%-28.3pp | 282.51%-268.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $5,089 | $2,160+135.6% | $2,721+87.0% | $2,241+127.1% |
| Participant deferral / active EE | $9,309 | $2,788+233.9% | $4,175+123.0% | $3,767+147.1% |
| Admin fee / account holder | $11 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |