Filed November 11, 2025 (most recent of 3 filings on file)
Total covered: 10 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,533 |
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 | $34,520 | $59,186-41.7% | $76,768-55.0% | $56,287-38.7% |
| Participation rate | 94.8% | 75.2%+19.6pp | 77.0%+17.9pp | 69.9%+25.0pp |
| Annual return | -6.01% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,681 | $1,759-4.4% | $2,485-32.4% | $2,111-20.4% |
| Participant deferral / active EE | $2,870 | $3,255-11.8% | $3,852-25.5% | $3,350-14.3% |
| Admin fee / account holder | $27 | $489-94.6% | $6,675-99.6% | $521-94.9% |