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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,880 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,136 | $89,652-65.3% | $141,162-77.9% | $65,185-52.2% |
| Participation rate | 82.9% | 74.7%+8.2pp | 82.5%+0.4pp | 70.2%+12.7pp |
| Annual return | 35.19% | 32.79%+2.4pp | 71.39%-36.2pp | 29.38%+5.8pp |
| Employer contribution / active EE | $2,868 | $3,065-6.4% | $4,735-39.4% | $2,177+31.8% |
| Participant deferral / active EE | $8,472 | $5,691+48.9% | $6,709+26.3% | $3,514+141.1% |
| Admin fee / account holder | $6 | $569-99.0% | $10,261-99.9% | $847-99.3% |