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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $315 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $340,247 | $99,957+240.4% | $149,696+127.3% | $73,488+363.0% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 16.50% | 53.87%-37.4pp | 276.60%-260.1pp | 28.51%-12.0pp |
| Employer contribution / active EE | $8,102 | $3,191+153.9% | $4,644+74.4% | $2,270+256.9% |
| Participant deferral / active EE | $14,651 | $6,073+141.3% | $6,842+114.1% | $3,740+291.8% |
| Admin fee / account holder | $2 | $551-99.7% | $9,309-100.0% | $513-99.6% |