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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $608,256 |
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 | $172,423 | $105,190+63.9% | $98,907+74.3% | $90,288+91.0% |
| Participation rate | 98.8% | 86.4%+12.5pp | 76.0%+22.8pp | 73.4%+25.5pp |
| Annual return | 14.00% | 18.52%-4.5pp | 196.43%-182.4pp | 53.97%-40.0pp |
| Employer contribution / active EE | $7,230 | $3,831+88.8% | $2,689+168.9% | $2,524+186.4% |
| Participant deferral / active EE | $9,338 | $5,616+66.3% | $4,244+120.0% | $4,232+120.6% |
| Admin fee / account holder | $131 | $97+34.7% | $6,642-98.0% | $114+15.0% |