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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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,860 | $101,317+155.5% | $146,958+76.1% | $74,495+247.5% |
| Participation rate | 98.6% | 75.5%+23.0pp | 82.2%+16.4pp | 67.2%+31.4pp |
| Annual return | 14.70% | 8730.91%-8716.2pp | 418.34%-403.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $3,504 | $3,810-8.0% | $4,933-29.0% | $2,623+33.6% |
| Participant deferral / active EE | $12,338 | $7,303+68.9% | $8,070+52.9% | $4,346+183.9% |
| Admin fee / account holder | $15 | $1,739-99.1% | $12,998-99.9% | $1,942-99.2% |