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 | $4,200 |
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 | $88,213 | $65,118+35.5% | $76,768+14.9% | $55,725+58.3% |
| Participation rate | 99.0% | 79.6%+19.4pp | 77.0%+22.0pp | 70.9%+28.1pp |
| Annual return | -4.06% | -1.27%-2.8pp | 2.43%-6.5pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,339 | $1,941+123.6% | $2,485+74.6% | $2,078+108.8% |
| Participant deferral / active EE | $5,677 | $3,688+53.9% | $3,852+47.4% | $3,356+69.2% |
| Admin fee / account holder | $5 | $116-95.6% | $6,675-99.9% | $115-95.6% |