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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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,668 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,595 | $99,957-51.4% | $149,696-67.5% | $73,488-33.9% |
| Participation rate | 73.4% | 75.7%-2.3pp | 82.5%-9.1pp | 70.7%+2.7pp |
| Annual return | 14.47% | 53.87%-39.4pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $5,103 | $3,191+59.9% | $4,644+9.9% | $2,270+124.8% |
| Participant deferral / active EE | $2,484 | $6,073-59.1% | $6,842-63.7% | $3,740-33.6% |
| Admin fee / account holder | $65 | $551-88.3% | $9,309-99.3% | $513-87.4% |