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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 | $27,984 |
Filed as: DAVIDSON, HOLLAND, WHITESELL & CO., Service code 10 · EIN 56-1706742 | Accounting | $9,182 |
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 | $75,837 | $40,522+87.1% | $84,611-10.4% | $67,579+12.2% |
| Participation rate | 96.1% | 51.1%+45.0pp | 68.2%+27.9pp | 71.3%+24.9pp |
| Annual return | 23.39% | 32.72%-9.3pp | 258.74%-235.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,572 | $1,146+37.2% | $2,652-40.7% | $2,148-26.8% |
| Participant deferral / active EE | $5,207 | $2,132+144.3% | $3,899+33.6% | $3,539+47.1% |
| Admin fee / account holder | $74 | $145-49.3% | $4,912-98.5% | $142-48.3% |