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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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $145,165 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,143 | $111,072-57.6% | $156,263-69.8% | $102,872-54.2% |
| Participation rate | 90.2% | 80.1%+10.1pp | 78.9%+11.3pp | 73.0%+17.2pp |
| Annual return | 17.94% | 16.98%+1.0pp | 59.47%-41.5pp | 19.06%-1.1pp |
| Employer contribution / active EE | $749 | $4,017-81.3% | $4,333-82.7% | $3,526-78.7% |
| Participant deferral / active EE | $3,322 | $5,455-39.1% | $6,158-46.1% | $5,535-40.0% |
| Admin fee / account holder | $88 | $120-26.6% | $14,255-99.4% | $292-69.8% |