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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,615 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $89,335 | $50,464+77.0% | $75,781+17.9% | $52,331+70.7% |
| Participation rate | 98.7% | 66.8%+31.9pp | 75.8%+22.9pp | 68.1%+30.6pp |
| Annual return | 1.23% | 1.03%+0.2pp | 9.68%-8.4pp | 4.54%-3.3pp |
| Employer contribution / active EE | $3,984 | $1,988+100.4% | $3,323+19.9% | $1,882+111.7% |
| Participant deferral / active EE | $3,411 | $2,570+32.7% | $3,651-6.6% | $3,022+12.9% |
| Admin fee / account holder | $18 | $1,103-98.4% | $5,299-99.7% | $592-97.0% |