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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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,889 | $50,458-54.6% | $159,960-85.7% | $64,808-64.7% |
| Participation rate | 39.3% | 68.0%-28.7pp | 78.0%-38.6pp | 71.5%-32.2pp |
| Annual return | -12.02% | -13.42%+1.4pp | 408.60%-420.6pp | 32.82%-44.8pp |
| Employer contribution / active EE | $828 | $1,722-51.9% | $4,226-80.4% | $2,506-67.0% |
| Participant deferral / active EE | $1,842 | $4,004-54.0% | $6,182-70.2% | $4,310-57.3% |
| Admin fee / account holder | $32 | $706-95.5% | $8,698-99.6% | $188-83.0% |