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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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,830 |
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 | $131,297 | $51,244+156.2% | $80,975+62.1% | $55,167+138.0% |
| Participation rate | 71.0% | 71.7%-0.7pp | 75.8%-4.8pp | 69.0%+2.0pp |
| Annual return | 7.77% | 17.39%-9.6pp | 17.10%-9.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $3,611 | $1,770+104.0% | $3,714-2.8% | $1,963+84.0% |
| Participant deferral / active EE | $5,075 | $4,418+14.9% | $5,696-10.9% | $3,054+66.2% |
| Admin fee / account holder | $18 | $398-95.5% | $5,516-99.7% | $504-96.5% |