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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,663 |
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 | $181,403 | $88,122+105.9% | $141,162+28.5% | $67,579+168.4% |
| Participation rate | 81.0% | 76.5%+4.5pp | 82.5%-1.5pp | 71.3%+9.7pp |
| Annual return | 26.26% | 75.40%-49.1pp | 71.39%-45.1pp | 378.56%-352.3pp |
| Employer contribution / active EE | $15,163 | $3,224+370.2% | $4,735+220.2% | $2,148+606.0% |
| Participant deferral / active EE | $10,462 | $5,958+75.6% | $6,709+55.9% | $3,539+195.6% |
| Admin fee / account holder | $104 | $131-20.2% | $10,261-99.0% | $142-26.6% |