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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,479 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,630 | $56,095-22.2% | $178,490-75.6% | $90,288-51.7% |
| Participation rate | 97.6% | 65.6%+32.0pp | 81.9%+15.6pp | 73.4%+24.2pp |
| Annual return | 23.95% | 28.81%-4.9pp | 151.07%-127.1pp | 53.97%-30.0pp |
| Employer contribution / active EE | $2,299 | $1,572+46.2% | $5,011-54.1% | $2,524-8.9% |
| Participant deferral / active EE | $3,664 | $2,669+37.3% | $5,202-29.6% | $4,232-13.4% |
| Admin fee / account holder | $26 | $101-73.7% | $13,984-99.8% | $114-76.8% |