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 | $12,063 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,741 | $58,512-21.8% | $84,015-45.6% | $72,985-37.3% |
| Participation rate | 92.7% | 61.2%+31.5pp | 69.0%+23.7pp | 69.5%+23.2pp |
| Annual return | 20.08% | 28.93%-8.9pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $740 | $1,163-36.4% | $1,983-62.7% | $2,440-69.7% |
| Participant deferral / active EE | $2,088 | $2,394-12.8% | $3,239-35.5% | $3,607-42.1% |
| Admin fee / account holder | $118 | $4,569-97.4% | $6,101-98.1% | $5,124-97.7% |