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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,990 |
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 | $29,410 | $70,002-58.0% | $115,037-74.4% | $52,331-43.8% |
| Participation rate | 73.7% | 72.1%+1.6pp | 81.4%-7.7pp | 68.1%+5.6pp |
| Annual return | 0.08% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,918 | $2,715-29.3% | $4,608-58.4% | $1,882+2.0% |
| Participant deferral / active EE | $3,523 | $4,920-28.4% | $6,026-41.5% | $3,022+16.6% |
| Admin fee / account holder | $57 | $566-89.9% | $8,175-99.3% | $592-90.3% |