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 4-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.2 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 PO BOX 2600 · VALLEY FORGE, PA 194822600 | Recordkeeping | $3,270 |
Service code 14 · EIN 26-3148951 111 N POST STREET · SPOKANE, WA 99201 | Plan Administrator | $2,157 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,330 | $65,390-88.8% | $169,368-95.7% | $71,457-89.7% |
| Participation rate | 98.5% | 67.0%+31.5pp | 77.1%+21.3pp | 67.9%+30.5pp |
| Annual return | 63.77% | 21.31%+42.5pp | 405.60%-341.8pp | 28.85%+34.9pp |
| Employer contribution / active EE | $2,121 | $2,079+2.0% | $4,013-47.1% | $2,588-18.0% |
| Participant deferral / active EE | $2,450 | $4,367-43.9% | $6,221-60.6% | $4,289-42.9% |
| Admin fee / account holder | $0 | $1,324-100.0% | $9,003-100.0% | $1,587-100.0% |