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 | $2,160 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $256,430 | $74,347+244.9% | $93,606+173.9% | $67,579+279.5% |
| Participation rate | 92.6% | 80.6%+12.0pp | 75.8%+16.8pp | 71.3%+21.4pp |
| Annual return | 20.88% | 28.07%-7.2pp | 32.76%-11.9pp | 378.56%-357.7pp |
| Employer contribution / active EE | $4,681 | $2,583+81.2% | $2,718+72.2% | $2,148+117.9% |
| Participant deferral / active EE | $6,298 | $4,060+55.1% | $4,069+54.8% | $3,539+77.9% |
| Admin fee / account holder | $28 | $123-77.4% | $7,888-99.6% | $142-80.5% |