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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,280 |
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 | $41,409 | $100,801-58.9% | $149,696-72.3% | $73,409-43.6% |
| Participation rate | 84.7% | 77.7%+7.0pp | 82.5%+2.2pp | 72.2%+12.5pp |
| Annual return | 27.16% | 265.34%-238.2pp | 276.60%-249.4pp | 59.29%-32.1pp |
| Employer contribution / active EE | $2,275 | $3,312-31.3% | $4,644-51.0% | $2,234+1.9% |
| Participant deferral / active EE | $7,983 | $6,404+24.7% | $6,842+16.7% | $3,805+109.8% |
| Admin fee / account holder | $3 | $181-98.1% | $9,309-100.0% | $158-97.8% |