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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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $942 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $75 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,128 | $91,407-70.3% | $135,903-80.0% | $71,457-62.0% |
| Participation rate | 99.4% | 75.7%+23.8pp | 81.9%+17.5pp | 67.9%+31.5pp |
| Annual return | 20.28% | 29.90%-9.6pp | 68.23%-48.0pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,661 | $3,703-28.1% | $4,856-45.2% | $2,588+2.9% |
| Participant deferral / active EE | $5,391 | $7,092-24.0% | $7,758-30.5% | $4,289+25.7% |
| Admin fee / account holder | $258 | $1,266-79.6% | $10,762-97.6% | $1,587-83.8% |