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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $1,731 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,637 | $73,102-81.3% | $123,544-89.0% | $56,287-75.8% |
| Participation rate | 76.7% | 74.3%+2.4pp | 82.3%-5.6pp | 69.9%+6.9pp |
| Annual return | 104.40% | 3.01%+101.4pp | 119.20%-14.8pp | -9.96%+114.4pp |
| Employer contribution / active EE | $2,941 | $2,977-1.2% | $4,628-36.4% | $2,111+39.3% |
| Participant deferral / active EE | $4,506 | $5,423-16.9% | $6,426-29.9% | $3,350+34.5% |
| Admin fee / account holder | $14 | $554-97.5% | $9,284-99.9% | $521-97.4% |