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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,061 |
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 | $138,146 | $89,652+54.1% | $141,162-2.1% | $65,185+111.9% |
| Participation rate | 84.6% | 74.7%+9.8pp | 82.5%+2.1pp | 70.2%+14.4pp |
| Annual return | 24.00% | 32.79%-8.8pp | 71.39%-47.4pp | 29.38%-5.4pp |
| Employer contribution / active EE | $4,195 | $3,065+36.9% | $4,735-11.4% | $2,177+92.7% |
| Participant deferral / active EE | $10,861 | $5,691+90.8% | $6,709+61.9% | $3,514+209.1% |
| Admin fee / account holder | $22 | $569-96.2% | $10,261-99.8% | $847-97.4% |