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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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $502,521 |
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 | $130,001 | $134,045-3.0% | $80,019+62.5% | $75,289+72.7% |
| Participation rate | 98.6% | 85.8%+12.8pp | 75.8%+22.7pp | 72.4%+26.1pp |
| Annual return | -4.62% | -0.56%-4.1pp | 11.22%-15.8pp | -0.04%-4.6pp |
| Employer contribution / active EE | $6,634 | $3,492+90.0% | $2,468+168.8% | $2,405+175.9% |
| Participant deferral / active EE | $8,248 | $4,976+65.7% | $3,686+123.8% | $3,739+120.6% |
| Admin fee / account holder | $116 | $124-6.3% | $6,521-98.2% | $102+13.5% |