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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.
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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.1+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $528,027 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $519,630 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,625 | $106,087+21.2% | $86,677+48.4% | $78,044+64.8% |
| Participation rate | 97.4% | 89.6%+7.9pp | 76.6%+20.9pp | 74.4%+23.0pp |
| Annual return | -14.57% | -14.87%+0.3pp | 35.91%-50.5pp | 10.87%-25.4pp |
| Employer contribution / active EE | $4,664 | $4,110+13.5% | $2,836+64.4% | $3,125+49.3% |
| Participant deferral / active EE | $7,432 | $6,851+8.5% | $4,656+59.6% | $5,084+46.2% |
| Admin fee / account holder | $107 | $81+31.9% | $7,493-98.6% | $79+35.8% |