Filed January 5, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,398 |
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 | $127,430 | $55,790+128.4% | $76,817+65.9% | $67,579+88.6% |
| Participation rate | 98.5% | 71.1%+27.4pp | 72.1%+26.4pp | 71.3%+27.2pp |
| Annual return | 23.21% | 64.45%-41.2pp | 1166.11%-1142.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,965 | $1,810+63.8% | $2,302+28.8% | $2,148+38.0% |
| Participant deferral / active EE | $3,953 | $2,875+37.5% | $3,336+18.5% | $3,539+11.7% |
| Admin fee / account holder | $36 | $159-77.3% | $6,420-99.4% | $142-74.7% |