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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,386 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,873 | $65,376-36.0% | $87,100-51.9% | $65,185-35.8% |
| Participation rate | 95.5% | 75.3%+20.2pp | 76.9%+18.7pp | 70.2%+25.3pp |
| Annual return | 22.86% | 31.27%-8.4pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,730 | $1,822-5.1% | $2,521-31.4% | $2,177-20.5% |
| Participant deferral / active EE | $3,033 | $3,388-10.5% | $4,049-25.1% | $3,514-13.7% |
| Admin fee / account holder | $24 | $520-95.4% | $7,497-99.7% | $847-97.2% |