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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $297,128 |
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 | $128,628 | $143,525-10.4% | $379,746-66.1% | $90,288+42.5% |
| Participation rate | 98.9% | 82.9%+16.0pp | 78.4%+20.4pp | 73.4%+25.5pp |
| Annual return | 19.93% | 18.97%+1.0pp | 34.90%-15.0pp | 53.97%-34.0pp |
| Employer contribution / active EE | $3,509 | $3,201+9.6% | $3,540-0.9% | $2,524+39.0% |
| Participant deferral / active EE | $7,761 | $5,231+48.4% | $6,024+28.8% | $4,232+83.4% |
| Admin fee / account holder | $106 | $100+6.0% | $7,927-98.7% | $114-6.7% |