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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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,653 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,352 | $79,013-2.1% | $100,391-22.9% | $74,495+3.8% |
| Participation rate | 72.6% | 79.5%-6.9pp | 81.5%-8.9pp | 67.2%+5.4pp |
| Annual return | 26.23% | 20.41%+5.8pp | 49.20%-23.0pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,475 | $7,760+73.7% | $8,082+66.7% | $4,346+210.1% |
| Admin fee / account holder | $10 | $1,320-99.2% | $7,899-99.9% | $1,942-99.5% |