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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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,403 |
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 | $154,357 | $75,388+104.7% | $123,544+24.9% | $55,725+177.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.40% | 4.48%-9.9pp | 119.20%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $16,365 | $3,063+434.3% | $4,628+253.6% | $2,078+687.5% |
| Participant deferral / active EE | $9,754 | $5,651+72.6% | $6,426+51.8% | $3,356+190.7% |
| Admin fee / account holder | $41 | $120-65.7% | $9,284-99.6% | $115-64.3% |