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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.
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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,855 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH. Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $12,004 |
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 | $25,581 | $69,362-63.1% | $101,248-74.7% | $73,488-65.2% |
| Participation rate | 80.8% | 68.4%+12.4pp | 75.8%+5.0pp | 70.7%+10.1pp |
| Annual return | 12.61% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-15.9pp |
| Employer contribution / active EE | $786 | $2,628-70.1% | $3,660-78.5% | $2,270-65.4% |
| Participant deferral / active EE | $3,506 | $3,300+6.3% | $4,370-19.8% | $3,740-6.2% |
| Admin fee / account holder | $155 | $704-77.9% | $5,945-97.4% | $513-69.7% |