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 10-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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,974 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $91,600 | $39,458+132.1% | $60,547+51.3% | $55,191+66.0% |
| Participation rate | 96.8% | 59.6%+37.2pp | 68.0%+28.8pp | 69.2%+27.6pp |
| Annual return | 1.02% | 3.35%-2.3pp | 335.64%-334.6pp | 10.78%-9.8pp |
| Employer contribution / active EE | $4,792 | $1,210+296.1% | $2,419+98.1% | $1,899+152.4% |
| Participant deferral / active EE | $4,869 | $2,140+127.5% | $3,328+46.3% | $3,046+59.8% |
| Admin fee / account holder | $51 | $95-46.1% | $4,536-98.9% | $91-43.5% |