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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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,415 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $613,258 | $98,463+522.8% | $119,258+414.2% | $85,850+614.3% |
| Participation rate | 83.1% | 77.6%+5.5pp | 82.7%+0.4pp | 69.3%+13.8pp |
| Annual return | 16.48% | 38.53%-22.0pp | 30.69%-14.2pp | 318.53%-302.0pp |
| Employer contribution / active EE | $17,205 | $3,698+365.3% | $4,384+292.4% | $2,565+570.7% |
| Participant deferral / active EE | $15,316 | $4,942+209.9% | $6,111+150.6% | $3,952+287.6% |
| Admin fee / account holder | $89 | $7,493-98.8% | $7,226-98.8% | $6,260-98.6% |