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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,747 |
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 | $66,699 | $90,410-26.2% | $91,001-26.7% | $77,958-14.4% |
| Participation rate | 96.2% | 86.4%+9.8pp | 75.6%+20.6pp | 71.6%+24.5pp |
| Annual return | 52.00% | 21.34%+30.7pp | 4.60%+47.4pp | 20.87%+31.1pp |
| Employer contribution / active EE | $2,014 | $3,392-40.6% | $2,456-18.0% | $2,310-12.8% |
| Participant deferral / active EE | $3,750 | $4,816-22.1% | $3,547+5.7% | $3,537+6.0% |
| Admin fee / account holder | $18 | $79-77.0% | $5,417-99.7% | $97-81.3% |