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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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $950 |
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 | $45,714 | $58,655-22.1% | $91,989-50.3% | $65,185-29.9% |
| Participation rate | 98.1% | 75.3%+22.8pp | 78.6%+19.5pp | 70.2%+27.9pp |
| Annual return | 37.83% | 33.92%+3.9pp | 69.02%-31.2pp | 29.38%+8.4pp |
| Employer contribution / active EE | $3,970 | $2,080+90.8% | $3,452+15.0% | $2,177+82.4% |
| Participant deferral / active EE | $9,374 | $5,474+71.2% | $5,923+58.3% | $3,514+166.8% |
| Admin fee / account holder | $7 | $434-98.5% | $7,743-99.9% | $847-99.2% |