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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.9+ years Filed as: VANGUARD GROUP, INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $773,656 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,660 | $103,482-13.4% | $94,646-5.3% | $103,482-13.4% |
| Participation rate | 97.1% | 73.3%+23.8pp | 80.8%+16.3pp | 73.3%+23.8pp |
| Annual return | 18.02% | 33.11%-15.1pp | 156.71%-138.7pp | 33.11%-15.1pp |
| Employer contribution / active EE | $3,044 | $3,208-5.1% | $3,672-17.1% | $3,208-5.1% |
| Participant deferral / active EE | $7,848 | $5,207+50.7% | $7,418+5.8% | $5,207+50.7% |
| Admin fee / account holder | $86 | $114-24.5% | $7,231-98.8% | $114-24.5% |