Filed February 11, 2025
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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 | $1,129,600 |
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 | $61,811 | $71,757-13.9% | $75,886-18.5% | $82,204-24.8% |
| Participation rate | 95.1% | 69.0%+26.2pp | 69.3%+25.9pp | 73.4%+21.7pp |
| Annual return | 21.76% | 22.77%-1.0pp | 30.76%-9.0pp | 26.31%-4.5pp |
| Employer contribution / active EE | $1,674 | $2,325-28.0% | $2,500-33.1% | $2,707-38.2% |
| Participant deferral / active EE | $4,857 | $3,327+46.0% | $3,603+34.8% | $4,246+14.4% |
| Admin fee / account holder | $121 | $87+38.9% | $5,418-97.8% | $76+59.5% |