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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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,776 | $150,818-7.3% | $153,485-8.9% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 77.1%+22.9pp | - |
| Annual return | 12.56% | 14.05%-1.5pp | 15.65%-3.1pp | - |
| Employer contribution / active EE | $7,266 | $2,537+186.4% | $5,039+44.2% | - |
| Participant deferral / active EE | $10,782 | $4,233+154.7% | $6,757+59.6% | - |
| Admin fee / account holder | $4 | $25,214-100.0% | $12,724-100.0% | - |