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) | $486,527 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $77,151 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,069 | $188,991+37.1% | $103,476+150.4% | $199,593+29.8% |
| Participation rate | 92.4% | 93.2%-0.7pp | 80.5%+11.9pp | 72.0%+20.5pp |
| Annual return | 12.14% | 15.75%-3.6pp | 23.90%-11.8pp | 34.25%-22.1pp |
| Employer contribution / active EE | $6,462 | $6,583-1.8% | $4,672+38.3% | $3,034+113.0% |
| Participant deferral / active EE | $13,463 | $10,334+30.3% | $6,623+103.3% | $5,087+164.7% |
| Admin fee / account holder | $249 | $114+117.8% | $9,413-97.4% | $269-7.2% |