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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,125 |
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 | $126,638 | $64,286+97.0% | $90,951+39.2% | $73,409+72.5% |
| Participation rate | 82.4% | 63.6%+18.8pp | 69.0%+13.4pp | 72.2%+10.2pp |
| Annual return | 14.23% | 21.45%-7.2pp | 134.60%-120.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,681 | $895+88.0% | $2,122-20.8% | $2,234-24.7% |
| Participant deferral / active EE | $5,625 | $2,453+129.3% | $3,373+66.8% | $3,805+47.8% |
| Admin fee / account holder | $6 | $287-98.0% | $5,959-99.9% | $158-96.4% |