Filed August 25, 2026
Total covered: 555 employees
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,376,964 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $467,557 |
Service code 99 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,534 | $99,062+128.7% | $103,476+118.9% | $99,062+128.7% |
| Participation rate | 94.8% | 71.6%+23.2pp | 80.5%+14.3pp | 71.6%+23.2pp |
| Annual return | 13.32% | 17.66%-4.3pp | 23.90%-10.6pp | 17.66%-4.3pp |
| Employer contribution / active EE | $3,646 | $3,262+11.8% | $4,672-22.0% | $3,262+11.8% |
| Participant deferral / active EE | $11,568 | $5,331+117.0% | $6,623+74.7% | $5,331+117.0% |
| Admin fee / account holder | $135 | $109+24.0% | $9,413-98.6% | $109+24.0% |