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 Filed as: THE VANGUARD GROUP INC Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $13,906 |
THE WATERFORD GROUP LLC2 years Filed as: WATERFORD GROUP LLC Service code 27 1657 EAST AVENUE · ROCHESTER, NY 14610 | Advisory (Plan) | $11,907 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $2,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,957 | $79,171-45.7% | $102,423-58.1% | $74,495-42.3% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 212.55% | 54.93%+157.6pp | 29.32%+183.2pp | 1364.94%-1152.4pp |
| Employer contribution / active EE | $1,196 | $2,362-49.4% | $3,023-60.4% | $2,623-54.4% |
| Participant deferral / active EE | $2,184 | $4,415-50.5% | $5,053-56.8% | $4,346-49.8% |
| Admin fee / account holder | $55 | $2,001-97.2% | $9,451-99.4% | $1,942-97.2% |