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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,120 |
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 | $63,381 | $63,299+0.1% | $91,001-30.4% | $62,292+1.7% |
| Participation rate | 90.8% | 73.3%+17.5pp | 75.6%+15.2pp | 69.5%+21.3pp |
| Annual return | 16.10% | 20.99%-4.9pp | 4.60%+11.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,119 | $1,807+17.3% | $2,456-13.7% | $2,042+3.8% |
| Participant deferral / active EE | $3,326 | $2,943+13.0% | $3,547-6.3% | $3,169+4.9% |
| Admin fee / account holder | $16 | $468-96.5% | $5,417-99.7% | $479-96.6% |