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 8-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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,686 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,910 | $71,050-67.8% | $93,606-75.5% | $80,856-71.7% |
| Participation rate | 89.5% | 60.4%+29.1pp | 68.7%+20.8pp | 67.6%+21.8pp |
| Annual return | 11.41% | 11.26%+0.1pp | 133.20%-121.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,308 | $1,564-16.4% | $2,420-46.0% | $2,755-52.5% |
| Participant deferral / active EE | $3,436 | $4,034-14.8% | $4,411-22.1% | $4,296-20.0% |
| Admin fee / account holder | $116 | $6,945-98.3% | $8,285-98.6% | $6,918-98.3% |