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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $41,468 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $84,502 | $107,045-21.1% | $108,745-22.3% | $63,975+32.1% |
| Participation rate | 98.9% | 81.9%+17.0pp | 77.7%+21.2pp | 71.1%+27.8pp |
| Annual return | 7.85% | 18.14%-10.3pp | 46.22%-38.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,644 | $2,651-0.2% | $3,323-20.4% | $2,182+21.2% |
| Participant deferral / active EE | $6,288 | $4,292+46.5% | $5,121+22.8% | $3,356+87.4% |
| Admin fee / account holder | $12 | $67-81.6% | $6,144-99.8% | $70-82.5% |