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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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,705 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,969 | $99,957-49.0% | $149,696-66.0% | $73,488-30.6% |
| Participation rate | 71.7% | 75.7%-4.0pp | 82.5%-10.8pp | 70.7%+1.0pp |
| Annual return | 52.67% | 53.87%-1.2pp | 276.60%-223.9pp | 28.51%+24.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,266 | $6,073+85.5% | $6,842+64.7% | $3,740+201.3% |
| Admin fee / account holder | $12 | $551-97.8% | $9,309-99.9% | $513-97.7% |