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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $160,800 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $44,561 |
NFP RETIREMENT INC1 year Service code 17 · EIN 33-0905143 | Pension Consulting | $30,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,217 | $107,459+3.5% | $135,903-18.2% | $80,160+38.7% |
| Participation rate | 99.3% | 78.0%+21.3pp | 81.9%+17.4pp | 72.9%+26.4pp |
| Annual return | 22.72% | 91.91%-69.2pp | 68.23%-45.5pp | 40.38%-17.7pp |
| Employer contribution / active EE | $1,744 | $3,877-55.0% | $4,856-64.1% | $2,978-41.4% |
| Participant deferral / active EE | $10,937 | $8,195+33.5% | $7,758+41.0% | $5,017+118.0% |
| Admin fee / account holder | $91 | $127-28.3% | $10,762-99.2% | $145-37.2% |