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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,889 |
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 | $42,259 | $70,002-39.6% | $115,037-63.3% | $52,331-19.2% |
| Participation rate | 71.1% | 72.1%-1.0pp | 81.4%-10.2pp | 68.1%+3.0pp |
| Annual return | 16.77% | 4.04%+12.7pp | 26.14%-9.4pp | 4.54%+12.2pp |
| Employer contribution / active EE | $943 | $2,715-65.3% | $4,608-79.5% | $1,882-49.9% |
| Participant deferral / active EE | $9,657 | $4,920+96.3% | $6,026+60.2% | $3,022+219.5% |
| Admin fee / account holder | $30 | $566-94.6% | $8,175-99.6% | $592-94.9% |