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 | $40,277 |
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 | $108,375 | $96,458+12.4% | $136,294-20.5% | $77,958+39.0% |
| Participation rate | 83.5% | 75.4%+8.2pp | 81.9%+1.6pp | 71.6%+11.9pp |
| Annual return | 23.02% | 23.78%-0.8pp | 5155.94%-5132.9pp | 20.87%+2.2pp |
| Employer contribution / active EE | $965 | $3,144-69.3% | $4,695-79.5% | $2,310-58.3% |
| Participant deferral / active EE | $7,079 | $5,902+19.9% | $6,247+13.3% | $3,537+100.2% |
| Admin fee / account holder | $29 | $80-63.7% | $9,243-99.7% | $97-70.0% |