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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.
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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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,767 |
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 | $35,409 | $73,102-51.6% | $123,544-71.3% | $56,287-37.1% |
| Participation rate | 71.6% | 74.3%-2.7pp | 82.3%-10.7pp | 69.9%+1.7pp |
| Annual return | -6.29% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,952 | $2,977-34.4% | $4,628-57.8% | $2,111-7.5% |
| Participant deferral / active EE | $3,822 | $5,423-29.5% | $6,426-40.5% | $3,350+14.1% |
| Admin fee / account holder | $61 | $554-89.0% | $9,284-99.3% | $521-88.3% |