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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 Filed as: VANGUARD GROUP, INC. Service code 13 · EIN 23-1945930 | Contract Administrator | $103,623 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $346,234 | $69,231+400.1% | $91,989+276.4% | $67,579+412.3% |
| Participation rate | 97.7% | 78.9%+18.8pp | 78.6%+19.1pp | 71.3%+26.5pp |
| Annual return | 21.71% | 32.03%-10.3pp | 69.02%-47.3pp | 378.56%-356.8pp |
| Employer contribution / active EE | $14,306 | $2,284+526.3% | $3,452+314.5% | $2,148+566.1% |
| Participant deferral / active EE | $15,298 | $5,854+161.3% | $5,923+158.3% | $3,539+332.2% |
| Admin fee / account holder | $137 | $107+27.6% | $7,743-98.2% | $142-3.7% |