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.
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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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,138 |
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 | $175,914 | $53,925+226.2% | $75,670+132.5% | $69,631+152.6% |
| Participation rate | 94.9% | 71.2%+23.7pp | 72.3%+22.6pp | 70.7%+24.2pp |
| Annual return | 14.87% | 17.84%-3.0pp | 27.34%-12.5pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $2,947 | $1,802+63.5% | $2,352+25.3% | $2,032+45.0% |
| Participant deferral / active EE | $5,540 | $2,569+115.6% | $3,142+76.3% | $3,224+71.9% |
| Admin fee / account holder | $33 | $97-65.8% | $5,800-99.4% | $110-70.0% |