Filed September 19, 2022 (most recent of 2 filings on file)
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 5-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 | $117,279 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $38,624 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,958 | $50,127+61.5% | $149,673-45.9% | $80,160+1.0% |
| Participation rate | 97.2% | 64.3%+32.9pp | 78.8%+18.4pp | 72.9%+24.2pp |
| Annual return | 19.34% | 29.82%-10.5pp | 134.42%-115.1pp | 40.38%-21.0pp |
| Employer contribution / active EE | $4,441 | $1,865+138.2% | $4,818-7.8% | $2,978+49.1% |
| Participant deferral / active EE | $8,931 | $3,194+179.6% | $5,680+57.2% | $5,017+78.0% |
| Admin fee / account holder | $125 | $153-18.2% | $13,210-99.1% | $145-13.8% |