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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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,828 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,217 | $62,928-64.7% | $172,739-87.1% | $67,579-67.1% |
| Participation rate | 28.4% | 64.5%-36.1pp | 82.6%-54.2pp | 71.3%-42.9pp |
| Annual return | 60.61% | 30.36%+30.3pp | 802.84%-742.2pp | 378.56%-317.9pp |
| Employer contribution / active EE | $297 | $1,636-81.9% | $5,143-94.2% | $2,148-86.2% |
| Participant deferral / active EE | $2,259 | $2,145+5.3% | $5,198-56.5% | $3,539-36.2% |
| Admin fee / account holder | $24 | $167-85.6% | $13,954-99.8% | $142-83.2% |