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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,075 |
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 | $100,171 | $35,485+182.3% | $74,550+34.4% | $55,725+79.8% |
| Participation rate | 88.6% | 62.5%+26.0pp | 69.1%+19.4pp | 70.9%+17.7pp |
| Annual return | -4.07% | 0.72%-4.8pp | 32.53%-36.6pp | 244.93%-249.0pp |
| Employer contribution / active EE | $1,519 | $777+95.4% | $1,961-22.6% | $2,078-26.9% |
| Participant deferral / active EE | $4,956 | $2,181+127.2% | $3,108+59.4% | $3,356+47.7% |
| Admin fee / account holder | $4 | $114-96.6% | $5,060-99.9% | $115-96.6% |