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 10-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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,025 |
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 | $166,691 | $155,795+7.0% | $136,294+22.3% | $69,631+139.4% |
| Participation rate | 99.6% | 75.2%+24.4pp | 81.9%+17.7pp | 70.7%+28.9pp |
| Annual return | 19.02% | 232464.33%-232445.3pp | 5155.94%-5136.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $15,237 | $2,991+409.4% | $4,695+224.5% | $2,032+649.8% |
| Participant deferral / active EE | $10,360 | $5,394+92.1% | $6,247+65.8% | $3,224+221.4% |
| Admin fee / account holder | $24 | $128-81.6% | $9,243-99.7% | $110-78.6% |