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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,743 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,121 | $70,669+101.1% | $169,368-16.1% | $75,163+89.1% |
| Participation rate | 89.3% | 64.8%+24.5pp | 77.1%+12.1pp | 67.2%+22.1pp |
| Annual return | 16.46% | 36.36%-19.9pp | 405.60%-389.1pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,286 | $2,211+48.6% | $4,013-18.1% | $2,670+23.1% |
| Participant deferral / active EE | $9,133 | $4,311+111.9% | $6,221+46.8% | $4,125+121.4% |
| Admin fee / account holder | $165 | $5,402-96.9% | $9,003-98.2% | $5,651-97.1% |