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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 Service code 15 · EIN 23-1945930 | Recordkeeping | $4,534 |
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 | $80,793 | $155,795-48.1% | $136,294-40.7% | $69,631+16.0% |
| Participation rate | 97.4% | 75.2%+22.2pp | 81.9%+15.5pp | 70.7%+26.7pp |
| Annual return | 17.05% | 232464.33%-232447.3pp | 5155.94%-5138.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $3,525 | $2,991+17.9% | $4,695-24.9% | $2,032+73.5% |
| Participant deferral / active EE | $4,308 | $5,394-20.1% | $6,247-31.0% | $3,224+33.6% |
| Admin fee / account holder | $7 | $128-94.2% | $9,243-99.9% | $110-93.3% |