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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 Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $3,131 |
Participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,844 | $54,517-80.1% | $75,972-85.7% | $74,495-85.4% |
| Participation rate | 96.6% | 60.3%+36.3pp | 69.1%+27.5pp | 67.2%+29.4pp |
| Annual return | 12.28% | 31.82%-19.5pp | 359.55%-347.3pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $4,605 | $1,777+159.1% | $2,685+71.5% | $2,623+75.6% |
| Participant deferral / active EE | $442 | $3,066-85.6% | $4,255-89.6% | $4,346-89.8% |
| Admin fee / account holder | $8 | $2,229-99.6% | $6,467-99.9% | $1,942-99.6% |