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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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $171,062 | $41,854+308.7% | $73,843+131.7% | $52,331+226.9% |
| Participation rate | 65.1% | 66.2%-1.1pp | 73.4%-8.3pp | 68.1%-3.0pp |
| Annual return | 2.21% | 2.11%+0.1pp | 2267.84%-2265.6pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,636 | $1,920-14.8% | $2,787-41.3% | $1,882-13.1% |
| Participant deferral / active EE | $5,878 | $2,498+135.3% | $3,583+64.1% | $3,022+94.5% |
| Admin fee / account holder | $25 | $493-94.8% | $4,880-99.5% | $592-95.7% |