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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,433 |
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 | $75,597 | $76,000-0.5% | $154,107-50.9% | $64,186+17.8% |
| Participation rate | 86.3% | 70.4%+15.8pp | 83.0%+3.2pp | 69.6%+16.7pp |
| Annual return | -5.42% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,246 | $3,351+56.5% | $5,298-1.0% | $2,381+120.3% |
| Participant deferral / active EE | $3,546 | $3,175+11.7% | $5,081-30.2% | $3,470+2.2% |
| Admin fee / account holder | $95 | $5,596-98.3% | $13,411-99.3% | $4,888-98.1% |