See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $6,665 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $499,732 | $77,813+542.2% | $123,544+304.5% | $64,186+678.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.06% | 12.48%-16.5pp | 119.20%-123.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $10,336 | $3,014+242.9% | $4,628+123.3% | $2,381+334.1% |
| Participant deferral / active EE | $12,029 | $5,240+129.6% | $6,426+87.2% | $3,470+246.7% |
| Admin fee / account holder | $52 | $5,519-99.1% | $9,284-99.4% | $4,888-98.9% |