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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,090 |
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 | $91,588 | $79,519+15.2% | $95,952-4.5% | $73,409+24.8% |
| Participation rate | 99.2% | 81.2%+18.0pp | 77.1%+22.1pp | 72.2%+27.0pp |
| Annual return | 13.12% | 19.20%-6.1pp | 91.61%-78.5pp | 59.29%-46.2pp |
| Employer contribution / active EE | $3,891 | $2,048+90.0% | $2,541+53.1% | $2,234+74.2% |
| Participant deferral / active EE | $4,846 | $4,138+17.1% | $4,167+16.3% | $3,805+27.3% |
| Admin fee / account holder | $52 | $184-71.9% | $6,795-99.2% | $158-67.2% |