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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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $900 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,799 | $84,233-33.8% | $170,442-67.3% | $70,131-20.4% |
| Participation rate | 88.5% | 70.8%+17.7pp | 83.6%+4.9pp | 69.5%+19.0pp |
| Annual return | 21.07% | 23.06%-2.0pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $2,553 | $3,387-24.6% | $5,433-53.0% | $2,342+9.0% |
| Participant deferral / active EE | $4,029 | $3,086+30.6% | $4,939-18.4% | $3,332+20.9% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,880-99.9% | $4,645-99.8% |