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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,883 |
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 | $47,725 | $79,519-40.0% | $95,952-50.3% | $73,409-35.0% |
| Participation rate | 92.9% | 81.2%+11.8pp | 77.1%+15.9pp | 72.2%+20.8pp |
| Annual return | 17.12% | 19.20%-2.1pp | 91.61%-74.5pp | 59.29%-42.2pp |
| Employer contribution / active EE | $1,846 | $2,048-9.8% | $2,541-27.3% | $2,234-17.3% |
| Participant deferral / active EE | $2,984 | $4,138-27.9% | $4,167-28.4% | $3,805-21.6% |
| Admin fee / account holder | $20 | $184-89.0% | $6,795-99.7% | $158-87.1% |