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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,840 |
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 | $27,744 | $80,177-65.4% | $123,892-77.6% | $57,658-51.9% |
| Participation rate | 99.4% | 74.4%+25.0pp | 81.4%+18.0pp | 70.2%+29.2pp |
| Annual return | 10.94% | 17.90%-7.0pp | 47.52%-36.6pp | 5.13%+5.8pp |
| Employer contribution / active EE | $3,986 | $2,913+36.9% | $4,617-13.7% | $1,974+102.0% |
| Participant deferral / active EE | $5,073 | $5,130-1.1% | $5,984-15.2% | $3,061+65.8% |
| Admin fee / account holder | $3 | $106-96.9% | $8,357-100.0% | $95-96.5% |