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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,595 |
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 | $93,911 | $73,404+27.9% | $87,100+7.8% | $67,579+39.0% |
| Participation rate | 98.7% | 80.9%+17.9pp | 76.9%+21.9pp | 71.3%+27.4pp |
| Annual return | 20.89% | 48.29%-27.4pp | 28.19%-7.3pp | 378.56%-357.7pp |
| Employer contribution / active EE | $4,369 | $2,014+116.9% | $2,521+73.3% | $2,148+103.4% |
| Participant deferral / active EE | $5,540 | $3,913+41.6% | $4,049+36.8% | $3,539+56.5% |
| Admin fee / account holder | $32 | $142-77.6% | $7,497-99.6% | $142-77.7% |