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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $114,594 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $108,665 | $127,218-14.6% | $392,568-72.3% | $77,787+39.7% |
| Participation rate | 98.1% | 82.0%+16.1pp | 78.1%+20.1pp | 73.2%+24.9pp |
| Annual return | 22.52% | 25.27%-2.8pp | 24.42%-1.9pp | 32.57%-10.1pp |
| Employer contribution / active EE | $3,071 | $3,064+0.3% | $3,783-18.8% | $2,504+22.6% |
| Participant deferral / active EE | $7,381 | $4,820+53.2% | $5,985+23.3% | $3,967+86.1% |
| Admin fee / account holder | $38 | $89-56.8% | $6,260-99.4% | $100-61.6% |