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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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,304 | $110,094-16.2% | $151,611-39.1% | $68,494+34.8% |
| Participation rate | 65.1% | 84.0%-18.9pp | 87.5%-22.4pp | 67.9%-2.8pp |
| Annual return | -13.88% | -10.12%-3.8pp | 3.33%-17.2pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,851 | $4,471-58.6% | $6,166-70.0% | $2,596-28.7% |
| Participant deferral / active EE | $3,390 | $6,527-48.1% | $8,363-59.5% | $4,027-15.8% |
| Admin fee / account holder | $50 | $7,719-99.4% | $11,616-99.6% | $5,403-99.1% |