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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,000 |
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 | $85,463 | $72,770+17.4% | $67,652+26.3% | $55,191+54.8% |
| Participation rate | 99.3% | 78.8%+20.5pp | 75.7%+23.6pp | 69.2%+30.1pp |
| Annual return | -0.37% | -3.26%+2.9pp | 6625.04%-6625.4pp | 10.78%-11.2pp |
| Employer contribution / active EE | $3,695 | $1,769+108.8% | $2,266+63.1% | $1,899+94.6% |
| Participant deferral / active EE | $4,341 | $3,408+27.4% | $3,560+22.0% | $3,046+42.5% |
| Admin fee / account holder | $11 | $79-86.3% | $4,821-99.8% | $91-88.1% |