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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.1 year Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $69,046 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $330,556 | $129,021+156.2% | $184,203+79.5% | $77,643+325.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 4.44% | 33.27%-28.8pp | 28.81%-24.4pp | 31.24%-26.8pp |
| Employer contribution / active EE | $10,774 | $4,413+144.1% | $6,427+67.6% | $2,726+295.3% |
| Participant deferral / active EE | $13,502 | $7,297+85.0% | $9,131+47.9% | $4,647+190.5% |
| Admin fee / account holder | $146 | $254-42.6% | $13,901-99.0% | $430-66.2% |