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 |
|---|---|---|
Service code 99 · EIN 34-6720162 | Other Fees | $88,097 |
THE VANGUARD GROUP, INC.5 years Service code 15 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $22,419 |
YURCHYK & DAVIS CPA'S, INC.10+ years Service code 10 · EIN 34-1638235 3701 BOARDMAN-CANFIELD 2 · CANFIELD, OH 44406 | Accounting | $14,413 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,784 | $82,917+118.0% | $103,333+75.0% | $77,643+132.8% |
| Participation rate | 90.9% | 71.6%+19.4pp | 74.5%+16.4pp | 70.6%+20.3pp |
| Annual return | 12.22% | 19.13%-6.9pp | 24.88%-12.7pp | 31.24%-19.0pp |
| Employer contribution / active EE | $8,253 | $3,552+132.4% | $3,868+113.4% | $2,726+202.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $377 | $638-40.9% | $8,355-95.5% | $430-12.4% |