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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.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $21,940 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $86,865 | $57,435+51.2% | $105,218-17.4% | $55,191+57.4% |
| Participation rate | 97.7% | 71.3%+26.4pp | 77.2%+20.5pp | 69.2%+28.6pp |
| Annual return | -0.84% | 2.97%-3.8pp | 5.33%-6.2pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,785 | $1,920-7.0% | $3,255-45.2% | $1,899-6.0% |
| Participant deferral / active EE | $4,498 | $3,495+28.7% | $4,867-7.6% | $3,046+47.7% |
| Admin fee / account holder | $40 | $70-43.7% | $6,992-99.4% | $91-56.4% |