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 | $12,475 |
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 | $38,875 | $59,805-35.0% | $79,550-51.1% | $68,494-43.2% |
| Participation rate | 95.9% | 61.1%+34.9pp | 69.5%+26.4pp | 67.9%+28.0pp |
| Annual return | -16.31% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,276 | $1,505-15.2% | $2,413-47.1% | $2,596-50.8% |
| Participant deferral / active EE | $2,646 | $3,024-12.5% | $3,985-33.6% | $4,027-34.3% |
| Admin fee / account holder | $93 | $4,835-98.1% | $6,832-98.6% | $5,403-98.3% |