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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,075 |
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 | $91,660 | $63,905+43.4% | $74,183+23.6% | $57,658+59.0% |
| Participation rate | 96.5% | 79.8%+16.7pp | 76.6%+19.8pp | 70.2%+26.2pp |
| Annual return | 9.54% | 60.60%-51.1pp | 17.74%-8.2pp | 5.13%+4.4pp |
| Employer contribution / active EE | $3,770 | $1,840+104.9% | $2,370+59.1% | $1,974+91.0% |
| Participant deferral / active EE | $4,515 | $3,448+30.9% | $3,550+27.2% | $3,061+47.5% |
| Admin fee / account holder | $5 | $91-94.3% | $5,586-99.9% | $95-94.5% |