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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 | $1,255 |
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 | $247,321 | $66,813+270.2% | $100,516+146.1% | $73,488+236.5% |
| Participation rate | 75.8% | 77.5%-1.7pp | 79.4%-3.6pp | 70.7%+5.1pp |
| Annual return | 21.68% | 25.70%-4.0pp | 30.89%-9.2pp | 28.51%-6.8pp |
| Employer contribution / active EE | $4,180 | $2,147+94.7% | $3,418+22.3% | $2,270+84.2% |
| Participant deferral / active EE | $5,983 | $5,883+1.7% | $6,270-4.6% | $3,740+60.0% |
| Admin fee / account holder | $11 | $512-97.9% | $8,081-99.9% | $513-97.9% |