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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,858,702 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $157,456 | $104,862+50.2% | $90,160+74.6% | $80,976+94.4% |
| Participation rate | 99.1% | 78.9%+20.1pp | 76.9%+22.2pp | 68.3%+30.8pp |
| Annual return | 23.96% | 20.18%+3.8pp | 34.88%-10.9pp | 22.91%+1.1pp |
| Employer contribution / active EE | $7,765 | $2,724+185.0% | $3,318+134.0% | $2,402+223.2% |
| Participant deferral / active EE | $18,649 | $6,098+205.8% | $5,288+252.7% | $3,848+384.6% |
| Admin fee / account holder | $27 | $76-65.0% | $5,943-99.6% | $67-60.5% |