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 8-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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,103 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,819 | $99,957-71.2% | $149,696-80.7% | $73,488-60.8% |
| Participation rate | 73.9% | 75.7%-1.8pp | 82.5%-8.5pp | 70.7%+3.3pp |
| Annual return | 48.14% | 53.87%-5.7pp | 276.60%-228.5pp | 28.51%+19.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,094 | $6,073+0.4% | $6,842-10.9% | $3,740+63.0% |
| Admin fee / account holder | $6 | $551-98.9% | $9,309-99.9% | $513-98.9% |