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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.
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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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $83,258 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,982 | $101,517+179.7% | $453,369-37.4% | $101,517+179.7% |
| Participation rate | 93.6% | 74.6%+19.0pp | 78.0%+15.6pp | 74.6%+19.0pp |
| Annual return | 14.87% | 21.00%-6.1pp | 64.40%-49.5pp | 21.00%-6.1pp |
| Employer contribution / active EE | $5,975 | $2,973+101.0% | $4,070+46.8% | $2,973+101.0% |
| Participant deferral / active EE | $8,381 | $4,873+72.0% | $6,209+35.0% | $4,873+72.0% |
| Admin fee / account holder | $5 | $139-96.3% | $11,209-100.0% | $139-96.3% |