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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.
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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 | $5,954 |
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 | $163,661 | $89,355+83.2% | $141,162+15.9% | $72,985+124.2% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 21.16% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,949 | $3,114-37.4% | $4,735-58.8% | $2,440-20.1% |
| Participant deferral / active EE | $16,907 | $5,418+212.0% | $6,709+152.0% | $3,607+368.7% |
| Admin fee / account holder | $74 | $5,958-98.8% | $10,261-99.3% | $5,124-98.6% |