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.3+ years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $463,352 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $400,512 |
CAPFINANCIAL PARTNERS LLC2 years Service code 29 · EIN 26-0058143 | Legal | $68,750 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN PEPPER HAMILTON SANDERS LL Service code 29 · EIN 58-0946915 | Legal | $14,791 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $155,434 | $110,299+40.9% | $102,423+51.8% | $199,593-22.1% |
| Participation rate | 93.7% | 86.3%+7.4pp | 76.5%+17.2pp | 72.0%+21.7pp |
| Annual return | 16.05% | 35.73%-19.7pp | 29.32%-13.3pp | 34.25%-18.2pp |
| Employer contribution / active EE | $4,949 | $3,603+37.4% | $3,023+63.7% | $3,034+63.1% |
| Participant deferral / active EE | $7,815 | $6,376+22.6% | $5,053+54.7% | $5,087+53.6% |
| Admin fee / account holder | $121 | $122-0.8% | $9,451-98.7% | $269-54.9% |