Filed August 20, 2026 (most recent of 3 filings on file)
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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 P.O.BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping | $463,969 |
MERCER3 years Filed as: PAVILION ADVISORY GROUP INC. Service code 27 · EIN 04-3831795 227 WEST MONROE STREET · CHICAGO, IL 60606 | Advisory (Plan) | $60,000 |
Service code 10 · EIN 36-2938874 455 N. CITYFRONT PLAZA DR. · CHICAGO, IL 60611 | Accounting | $31,000 |
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 | $75,656 | $69,744+8.5% | $110,238-31.4% | $68,904+9.8% |
| Participation rate | 98.5% | 83.4%+15.0pp | 79.8%+18.6pp | 74.1%+24.3pp |
| Annual return | -3.83% | -2.58%-1.3pp | 314.74%-318.6pp | 1.07%-4.9pp |
| Employer contribution / active EE | $2,202 | $2,204-0.1% | $3,826-42.5% | $2,540-13.3% |
| Participant deferral / active EE | $6,560 | $4,131+58.8% | $4,672+40.4% | $4,015+63.4% |
| Admin fee / account holder | $64 | $67-4.0% | $8,547-99.2% | $71-9.9% |