Filed August 6, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $85,041 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,572 | $101,523+156.7% | $141,162+84.6% | $77,787+235.0% |
| Participation rate | 98.5% | 77.4%+21.1pp | 82.5%+16.0pp | 73.2%+25.3pp |
| Annual return | 21.68% | 56.22%-34.5pp | 71.39%-49.7pp | 32.57%-10.9pp |
| Employer contribution / active EE | $14,153 | $3,341+323.6% | $4,735+198.9% | $2,504+465.1% |
| Participant deferral / active EE | $11,146 | $6,434+73.3% | $6,709+66.1% | $3,967+181.0% |
| Admin fee / account holder | $53 | $92-42.1% | $10,261-99.5% | $100-47.0% |