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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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,485 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,720 | $79,013-37.1% | $100,391-50.5% | $74,495-33.3% |
| Participation rate | 96.6% | 79.5%+17.1pp | 81.5%+15.1pp | 67.2%+29.4pp |
| Annual return | 18.47% | 20.41%-1.9pp | 49.20%-30.7pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $2,298 | $3,021-23.9% | $3,942-41.7% | $2,623-12.4% |
| Participant deferral / active EE | $19,150 | $7,760+146.8% | $8,082+136.9% | $4,346+340.6% |
| Admin fee / account holder | $14 | $1,320-99.0% | $7,899-99.8% | $1,942-99.3% |