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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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,334 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,216 | $50,815+2.8% | $155,509-66.4% | $77,643-32.7% |
| Participation rate | 26.1% | 63.1%-37.0pp | 78.2%-52.1pp | 70.6%-44.4pp |
| Annual return | 9.83% | 34.80%-25.0pp | 64.67%-54.8pp | 31.24%-21.4pp |
| Employer contribution / active EE | $652 | $1,993-67.3% | $4,672-86.0% | $2,726-76.1% |
| Participant deferral / active EE | $1,000 | $2,822-64.6% | $5,626-82.2% | $4,647-78.5% |
| Admin fee / account holder | $17 | $437-96.1% | $15,912-99.9% | $430-96.0% |