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.6+ years Filed as: VANGUARD GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $95,516 |
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 | $296,941 | $127,481+132.9% | $149,696+98.4% | $90,288+228.9% |
| Participation rate | 99.1% | 78.2%+20.9pp | 82.5%+16.6pp | 73.4%+25.8pp |
| Annual return | 15.21% | 57.78%-42.6pp | 276.60%-261.4pp | 53.97%-38.8pp |
| Employer contribution / active EE | $14,368 | $3,448+316.7% | $4,644+209.4% | $2,524+469.2% |
| Participant deferral / active EE | $11,440 | $6,975+64.0% | $6,842+67.2% | $4,232+170.3% |
| Admin fee / account holder | $60 | $152-60.3% | $9,309-99.4% | $114-47.2% |