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.3+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $129,999 |
THE VANGUARD GROUP, INC.3+ years Service code 99 | Other Fees | $0 |
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 | $39,613 | $23,119+71.3% | $71,086-44.3% | $75,289-47.4% |
| Participation rate | 93.6% | 36.3%+57.3pp | 54.7%+39.0pp | 72.4%+21.2pp |
| Annual return | -4.11% | -3.32%-0.8pp | 650.59%-654.7pp | -0.04%-4.1pp |
| Employer contribution / active EE | $1,201 | $399+201.1% | $1,088+10.4% | $2,405-50.1% |
| Participant deferral / active EE | $2,910 | $960+203.1% | $1,874+55.3% | $3,739-22.2% |
| Admin fee / account holder | $58 | $89-34.8% | $3,082-98.1% | $102-43.0% |