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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.
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $66,985 |
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 | $60,719 | $51,288+18.4% | $81,983-25.9% | $73,409-17.3% |
| Participation rate | 94.4% | 64.0%+30.5pp | 69.2%+25.2pp | 72.2%+22.3pp |
| Annual return | 16.22% | 29.48%-13.3pp | 41.31%-25.1pp | 59.29%-43.1pp |
| Employer contribution / active EE | $1,107 | $1,487-25.6% | $2,498-55.7% | $2,234-50.5% |
| Participant deferral / active EE | $3,988 | $2,715+46.9% | $3,722+7.1% | $3,805+4.8% |
| Admin fee / account holder | $132 | $125+5.5% | $5,664-97.7% | $158-16.3% |