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 7-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 Filed as: THE VANGUARD GROUP 23-1945930 Service code 15 | Recordkeeping | $12,342 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,538 | $79,428+0.1% | $106,548-25.4% | $79,386+0.2% |
| Participation rate | 92.6% | 74.1%+18.5pp | 76.1%+16.5pp | 70.7%+21.9pp |
| Annual return | 12.32% | 18.27%-5.9pp | 26.80%-14.5pp | 116.85%-104.5pp |
| Employer contribution / active EE | $8,277 | $2,234+270.5% | $2,819+193.6% | $2,427+241.0% |
| Participant deferral / active EE | $7,104 | $3,823+85.8% | $4,398+61.5% | $4,046+75.6% |
| Admin fee / account holder | $70 | $523-86.6% | $7,407-99.1% | $626-88.8% |