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 9-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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $39,377 |
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 | $55,296 | $101,317-45.4% | $146,958-62.4% | $74,495-25.8% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.1pp | 67.2%+28.1pp |
| Annual return | 17.34% | 8730.91%-8713.6pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $5,469 | $3,810+43.5% | $4,933+10.9% | $2,623+108.5% |
| Participant deferral / active EE | $18,792 | $7,303+157.3% | $8,070+132.9% | $4,346+332.4% |
| Admin fee / account holder | $63 | $1,739-96.4% | $12,998-99.5% | $1,942-96.7% |