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 Service code 15 · EIN 23-1945930 | Recordkeeping | $47,605 |
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 | $95,340 | $127,481-25.2% | $149,696-36.3% | $90,288+5.6% |
| Participation rate | 99.6% | 78.2%+21.4pp | 82.5%+17.1pp | 73.4%+26.2pp |
| Annual return | 18.99% | 57.78%-38.8pp | 276.60%-257.6pp | 53.97%-35.0pp |
| Employer contribution / active EE | $3,209 | $3,448-6.9% | $4,644-30.9% | $2,524+27.1% |
| Participant deferral / active EE | $5,014 | $6,975-28.1% | $6,842-26.7% | $4,232+18.5% |
| Admin fee / account holder | $19 | $152-87.7% | $9,309-99.8% | $114-83.6% |