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.2 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $2,045,305 |
RETIREMENT STRATEGIES, INC.2 years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $8,100 |
ASCENSUS LLC2 years Filed as: ASCENSUS INC Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,012 | $52,953+96.4% | $172,739-39.8% | $65,185+59.6% |
| Participation rate | 99.0% | 66.2%+32.8pp | 82.6%+16.4pp | 70.2%+28.8pp |
| Annual return | 23.85% | 30.12%-6.3pp | 802.84%-779.0pp | 29.38%-5.5pp |
| Employer contribution / active EE | $5,134 | $2,190+134.5% | $5,143-0.2% | $2,177+135.9% |
| Participant deferral / active EE | $3,022 | $2,471+22.3% | $5,198-41.8% | $3,514-14.0% |
| Admin fee / account holder | $61 | $472-87.0% | $13,954-99.6% | $847-92.7% |