See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $216,930 |
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 | $32,445 | $41,774-22.3% | $118,925-72.7% | $90,288-64.1% |
| Participation rate | 89.1% | 55.0%+34.1pp | 75.4%+13.7pp | 73.4%+15.7pp |
| Annual return | 15.02% | 16.64%-1.6pp | 35.88%-20.9pp | 53.97%-38.9pp |
| Employer contribution / active EE | $1,376 | $986+39.6% | $3,263-57.8% | $2,524-45.5% |
| Participant deferral / active EE | $2,561 | $1,683+52.2% | $4,265-39.9% | $4,232-39.5% |
| Admin fee / account holder | $35 | $85-59.0% | $6,581-99.5% | $114-69.5% |