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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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,098 | $43,133-34.9% | $89,391-68.6% | $73,488-61.8% |
| Participation rate | 62.5% | 55.0%+7.5pp | 68.0%-5.5pp | 70.7%-8.2pp |
| Annual return | 18.30% | 135.66%-117.4pp | 245.62%-227.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,633 | $1,438+13.6% | $2,586-36.9% | $2,270-28.1% |
| Participant deferral / active EE | $2,912 | $2,445+19.1% | $3,890-25.1% | $3,740-22.1% |
| Admin fee / account holder | $19 | $444-95.7% | $4,881-99.6% | $513-96.3% |