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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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,807 |
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 | $80,903 | $79,694+1.5% | $96,139-15.8% | $79,386+1.9% |
| Participation rate | 89.6% | 54.0%+35.6pp | 68.4%+21.1pp | 70.7%+18.9pp |
| Annual return | 19.67% | 40.84%-21.2pp | 191.94%-172.3pp | 116.85%-97.2pp |
| Employer contribution / active EE | $4,327 | $1,443+199.8% | $2,797+54.7% | $2,427+78.3% |
| Participant deferral / active EE | $9,478 | $2,539+273.4% | $4,349+117.9% | $4,046+134.3% |
| Admin fee / account holder | $22 | $630-96.5% | $5,537-99.6% | $626-96.4% |