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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,928,952 |
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 | $214,086 | $139,618+53.3% | $100,516+113.0% | $106,222+101.5% |
| Participation rate | 99.1% | 83.2%+15.9pp | 79.4%+19.7pp | 70.8%+28.3pp |
| Annual return | 20.70% | 22.24%-1.5pp | 30.89%-10.2pp | 21.69%-1.0pp |
| Employer contribution / active EE | $8,524 | $3,379+152.3% | $3,418+149.4% | $2,723+213.0% |
| Participant deferral / active EE | $23,273 | $8,459+175.1% | $6,270+271.2% | $4,600+405.9% |
| Admin fee / account holder | $36 | $91-60.7% | $8,081-99.6% | $78-54.4% |