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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 | $37,330 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $516,122 | $89,652+475.7% | $141,162+265.6% | $65,185+691.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.27% | 32.79%-11.5pp | 71.39%-50.1pp | 29.38%-8.1pp |
| Employer contribution / active EE | $14,079 | $3,065+359.4% | $4,735+197.3% | $2,177+546.8% |
| Participant deferral / active EE | $10,296 | $5,691+80.9% | $6,709+53.5% | $3,514+193.0% |
| Admin fee / account holder | $145 | $569-74.5% | $10,261-98.6% | $847-82.9% |