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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.
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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,951 |
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 | $33,395 | $61,473-45.7% | $81,930-59.2% | $73,409-54.5% |
| Participation rate | 72.6% | 72.4%+0.2pp | 72.0%+0.6pp | 72.2%+0.4pp |
| Annual return | 13.08% | 28.26%-15.2pp | 29.49%-16.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $1,835 | $1,898-3.3% | $4,310-57.4% | $2,234-17.9% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $64 | $125-49.4% | $5,158-98.8% | $158-59.7% |