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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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,620 |
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 | $173,831 | $71,802+142.1% | $133,980+29.7% | $57,658+201.5% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 10.16% | 13.51%-3.3pp | 29.30%-19.1pp | 5.13%+5.0pp |
| Employer contribution / active EE | $7,380 | $3,161+133.4% | $5,211+41.6% | $1,974+273.9% |
| Participant deferral / active EE | $9,766 | $4,606+112.0% | $6,282+55.5% | $3,061+219.1% |
| Admin fee / account holder | $7 | $88-92.2% | $9,324-99.9% | $95-92.8% |