Filed August 11, 2025 (most recent of 2 filings on file)
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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $16,602 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,130 | $60,323+57.7% | $81,812+16.3% | $74,495+27.7% |
| Participation rate | 97.5% | 62.9%+34.7pp | 72.3%+25.2pp | 67.2%+30.3pp |
| Annual return | 12.62% | 16.90%-4.3pp | 773.79%-761.2pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $4,383 | $2,620+67.3% | $2,912+50.5% | $2,623+67.1% |
| Participant deferral / active EE | $4,494 | $3,387+32.7% | $4,319+4.1% | $4,346+3.4% |
| Admin fee / account holder | $118 | $1,486-92.1% | $7,386-98.4% | $1,942-93.9% |