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 10-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,379 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,317 | $99,628-23.4% | $105,218-27.5% | $59,188+28.9% |
| Participation rate | 97.7% | 80.5%+17.2pp | 77.2%+20.4pp | 69.4%+28.3pp |
| Annual return | 5.10% | 3.21%+1.9pp | 5.33%-0.2pp | 5.51%-0.4pp |
| Employer contribution / active EE | $2,468 | $2,454+0.6% | $3,255-24.2% | $2,098+17.7% |
| Participant deferral / active EE | $5,837 | $4,189+39.3% | $4,867+19.9% | $3,265+78.8% |
| Admin fee / account holder | $8 | $62-87.7% | $6,992-99.9% | $92-91.7% |