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 8-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 | $6,061 |
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 | $61,442 | $55,182+11.3% | $73,307-16.2% | $55,191+11.3% |
| Participation rate | 98.9% | 73.9%+24.9pp | 74.9%+24.0pp | 69.2%+29.7pp |
| Annual return | -0.36% | 8.55%-8.9pp | 5.67%-6.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $2,251 | $1,935+16.4% | $3,237-30.5% | $1,899+18.6% |
| Participant deferral / active EE | $8,795 | $4,641+89.5% | $4,991+76.2% | $3,046+188.7% |
| Admin fee / account holder | $8 | $68-88.5% | $5,637-99.9% | $91-91.3% |