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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.
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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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,351 |
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 | $133,606 | $65,118+105.2% | $76,768+74.0% | $55,725+139.8% |
| Participation rate | 98.3% | 79.6%+18.7pp | 77.0%+21.3pp | 70.9%+27.4pp |
| Annual return | -4.50% | -1.27%-3.2pp | 2.43%-6.9pp | 244.93%-249.4pp |
| Employer contribution / active EE | $2,295 | $1,941+18.2% | $2,485-7.6% | $2,078+10.4% |
| Participant deferral / active EE | $8,077 | $3,688+119.0% | $3,852+109.7% | $3,356+140.7% |
| Admin fee / account holder | $56 | $116-51.3% | $6,675-99.2% | $115-51.0% |