Filed March 21, 2022 (most recent of 2 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $316,454 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,416 | $104,697+72.3% | $96,544+86.9% | $80,160+125.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 17.64% | 21.78%-4.1pp | 25.84%-8.2pp | 40.38%-22.7pp |
| Employer contribution / active EE | $7,395 | $3,536+109.1% | $2,965+149.4% | $2,978+148.3% |
| Participant deferral / active EE | $10,843 | $6,188+75.2% | $4,851+123.5% | $5,017+116.1% |
| Admin fee / account holder | $161 | $107+51.0% | $8,252-98.0% | $145+11.2% |