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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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,090 |
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 | $62,757 | $61,214+2.5% | $83,333-24.7% | $56,287+11.5% |
| Participation rate | 95.4% | 72.6%+22.8pp | 77.8%+17.7pp | 69.9%+25.6pp |
| Annual return | -5.67% | 0.42%-6.1pp | 10.63%-16.3pp | -9.96%+4.3pp |
| Employer contribution / active EE | $1,780 | $1,925-7.5% | $3,379-47.3% | $2,111-15.7% |
| Participant deferral / active EE | $6,484 | $5,091+27.4% | $5,565+16.5% | $3,350+93.6% |
| Admin fee / account holder | $55 | $512-89.3% | $7,510-99.3% | $521-89.5% |