Filed July 13, 2026 (most recent of 3 filings on file)
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,922 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,044 | $110,094+25.4% | $151,611-8.9% | $68,494+101.5% |
| Participation rate | 90.3% | 84.0%+6.4pp | 87.5%+2.8pp | 67.9%+22.4pp |
| Annual return | -13.61% | -10.12%-3.5pp | 3.33%-16.9pp | -7.84%-5.8pp |
| Employer contribution / active EE | $6,882 | $4,471+53.9% | $6,166+11.6% | $2,596+165.1% |
| Participant deferral / active EE | $5,947 | $6,527-8.9% | $8,363-28.9% | $4,027+47.7% |
| Admin fee / account holder | $113 | $7,719-98.5% | $11,616-99.0% | $5,403-97.9% |