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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,377 |
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 | $69,879 | $64,919+7.6% | $392,568-82.2% | $65,185+7.2% |
| Participation rate | 77.7% | 72.0%+5.7pp | 78.1%-0.4pp | 70.2%+7.5pp |
| Annual return | 22.52% | 26.09%-3.6pp | 24.42%-1.9pp | 29.38%-6.9pp |
| Employer contribution / active EE | $2,605 | $2,374+9.7% | $3,783-31.2% | $2,177+19.7% |
| Participant deferral / active EE | $5,188 | $3,668+41.4% | $5,985-13.3% | $3,514+47.6% |
| Admin fee / account holder | $49 | $634-92.3% | $6,260-99.2% | $847-94.2% |