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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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,430 |
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 | $179,058 | $121,341+47.6% | $189,513-5.5% | $79,386+125.6% |
| Participation rate | 91.7% | 86.1%+5.6pp | 87.8%+3.9pp | 70.7%+21.0pp |
| Annual return | 15.32% | 21.08%-5.8pp | 555.15%-539.8pp | 116.85%-101.5pp |
| Employer contribution / active EE | $4,810 | $3,915+22.9% | $6,162-21.9% | $2,427+98.1% |
| Participant deferral / active EE | $3,970 | $6,395-37.9% | $8,221-51.7% | $4,046-1.9% |
| Admin fee / account holder | $80 | $651-87.7% | $12,045-99.3% | $626-87.2% |