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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $581,049 |
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 | $159,533 | $96,403+65.5% | $93,606+70.4% | $77,787+105.1% |
| Participation rate | 98.1% | 87.6%+10.5pp | 75.8%+22.3pp | 73.2%+24.9pp |
| Annual return | 29.16% | 39.36%-10.2pp | 32.76%-3.6pp | 32.57%-3.4pp |
| Employer contribution / active EE | $6,612 | $3,616+82.9% | $2,718+143.3% | $2,504+164.0% |
| Participant deferral / active EE | $8,369 | $5,341+56.7% | $4,069+105.7% | $3,967+110.9% |
| Admin fee / account holder | $127 | $90+41.3% | $7,888-98.4% | $100+26.4% |