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 Service code 15 · EIN 23-1945930 | Recordkeeping | $157,692 |
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 | $95,498 | $75,284+26.8% | $91,001+4.9% | $69,631+37.1% |
| Participation rate | 98.5% | 80.4%+18.1pp | 75.6%+22.9pp | 70.7%+27.9pp |
| Annual return | 24.84% | 48.40%-23.6pp | 4.60%+20.2pp | 27571.02%-27546.2pp |
| Employer contribution / active EE | $7,571 | $2,473+206.2% | $2,456+208.3% | $2,032+272.6% |
| Participant deferral / active EE | $12,523 | $3,700+238.5% | $3,547+253.0% | $3,224+288.5% |
| Admin fee / account holder | $159 | $111+43.6% | $5,417-97.1% | $110+43.8% |