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 | $5,225 |
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 | $103,748 | $69,305+49.7% | $82,313+26.0% | $69,631+49.0% |
| Participation rate | 97.5% | 80.3%+17.2pp | 76.9%+20.6pp | 70.7%+26.8pp |
| Annual return | 16.86% | 21.47%-4.6pp | 25.88%-9.0pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $3,952 | $1,887+109.5% | $2,428+62.8% | $2,032+94.5% |
| Participant deferral / active EE | $5,040 | $3,568+41.2% | $3,706+36.0% | $3,224+56.3% |
| Admin fee / account holder | $4 | $97-95.7% | $5,608-99.9% | $110-96.2% |