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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 | $15,650 |
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 | $79,042 | $89,652-11.8% | $141,162-44.0% | $65,185+21.3% |
| Participation rate | 97.6% | 74.7%+22.9pp | 82.5%+15.1pp | 70.2%+27.4pp |
| Annual return | 23.37% | 32.79%-9.4pp | 71.39%-48.0pp | 29.38%-6.0pp |
| Employer contribution / active EE | $2,955 | $3,065-3.6% | $4,735-37.6% | $2,177+35.7% |
| Participant deferral / active EE | $6,855 | $5,691+20.4% | $6,709+2.2% | $3,514+95.1% |
| Admin fee / account holder | $57 | $569-89.9% | $10,261-99.4% | $847-93.2% |