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 8-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 | $3,420 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,374 | $62,132+2.0% | $185,823-65.9% | $73,488-13.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 78.0%+22.0pp | 70.7%+29.3pp |
| Annual return | 19.03% | 20.44%-1.4pp | 35.95%-16.9pp | 28.51%-9.5pp |
| Employer contribution / active EE | $4,192 | $1,681+149.4% | $4,087+2.6% | $2,270+84.7% |
| Participant deferral / active EE | $8,132 | $3,711+119.1% | $5,632+44.4% | $3,740+117.5% |
| Admin fee / account holder | $18 | $419-95.8% | $9,500-99.8% | $513-96.6% |