See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,808 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $493 |
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 | $99,094 | $100,923-1.8% | $150,045-34.0% | $74,304+33.4% |
| Participation rate | 89.8% | 70.1%+19.7pp | 82.3%+7.5pp | 60.3%+29.5pp |
| Annual return | 20.15% | 51.77%-31.6pp | 62.55%-42.4pp | 29.43%-9.3pp |
| Employer contribution / active EE | $6,771 | $3,463+95.5% | $4,693+44.3% | $2,241+202.1% |
| Participant deferral / active EE | $14,865 | $6,709+121.6% | $7,997+85.9% | $3,767+294.6% |
| Admin fee / account holder | $12 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |