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.1 year Service code 13 · EIN 23-1945930 | Contract Administrator | $4,581 |
Service code 15 · EIN 31-1299207 | Recordkeeping | $1,025 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,208 | $89,652-81.9% | $141,162-88.5% | $65,185-75.1% |
| Participation rate | 86.0% | 74.7%+11.3pp | 82.5%+3.5pp | 70.2%+15.8pp |
| Annual return | 81.84% | 32.79%+49.1pp | 71.39%+10.5pp | 29.38%+52.5pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,739 | $5,691+71.1% | $6,709+45.2% | $3,514+177.2% |
| Admin fee / account holder | $17 | $569-97.0% | $10,261-99.8% | $847-98.0% |