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 9-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $452,902 |
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 | $140,930 | $90,410+55.9% | $91,001+54.9% | $77,958+80.8% |
| Participation rate | 98.3% | 86.4%+11.9pp | 75.6%+22.7pp | 71.6%+26.7pp |
| Annual return | 16.71% | 21.34%-4.6pp | 4.60%+12.1pp | 20.87%-4.2pp |
| Employer contribution / active EE | $6,406 | $3,392+88.9% | $2,456+160.9% | $2,310+177.3% |
| Participant deferral / active EE | $7,723 | $4,816+60.4% | $3,547+117.7% | $3,537+118.4% |
| Admin fee / account holder | $111 | $79+40.1% | $5,417-98.0% | $97+13.6% |