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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $51,392 |
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 | $106,562 | $101,523+5.0% | $141,162-24.5% | $77,787+37.0% |
| Participation rate | 87.1% | 77.4%+9.7pp | 82.5%+4.6pp | 73.2%+13.9pp |
| Annual return | 23.92% | 56.22%-32.3pp | 71.39%-47.5pp | 32.57%-8.7pp |
| Employer contribution / active EE | $1,111 | $3,341-66.8% | $4,735-76.5% | $2,504-55.7% |
| Participant deferral / active EE | $8,076 | $6,434+25.5% | $6,709+20.4% | $3,967+103.6% |
| Admin fee / account holder | $32 | $92-65.1% | $10,261-99.7% | $100-68.1% |