Filed August 20, 2026 (most recent of 3 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,030,061 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $709,722 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,463 | $96,807-39.6% | $164,813-64.5% | $106,382-45.0% |
| Participation rate | 98.0% | 79.1%+18.9pp | 78.6%+19.4pp | 69.9%+28.1pp |
| Annual return | 15.76% | 17.39%-1.6pp | 69.93%-54.2pp | 17.37%-1.6pp |
| Employer contribution / active EE | $1,821 | $2,888-37.0% | $4,341-58.1% | $3,364-45.9% |
| Participant deferral / active EE | $5,580 | $5,055+10.4% | $6,031-7.5% | $5,569+0.2% |
| Admin fee / account holder | $58 | $66-12.5% | $12,690-99.5% | $79-27.4% |