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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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,361 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,388 | $79,171-66.7% | $102,423-74.2% | $74,495-64.6% |
| Participation rate | 64.2% | 74.8%-10.6pp | 76.5%-12.3pp | 67.2%-3.0pp |
| Annual return | 12.77% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,423 | $2,362-39.8% | $3,023-52.9% | $2,623-45.8% |
| Participant deferral / active EE | $3,393 | $4,415-23.2% | $5,053-32.9% | $4,346-21.9% |
| Admin fee / account holder | $110 | $2,001-94.5% | $9,451-98.8% | $1,942-94.3% |