Filed August 25, 2026 (most recent of 5 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $590 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $204,351 | $75,284+171.4% | $91,001+124.6% | $69,631+193.5% |
| Participation rate | 99.1% | 80.4%+18.7pp | 75.6%+23.5pp | 70.7%+28.4pp |
| Annual return | 17.88% | 48.40%-30.5pp | 4.60%+13.3pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $10,466 | $2,473+323.2% | $2,456+326.2% | $2,032+415.0% |
| Participant deferral / active EE | $6,855 | $3,700+85.3% | $3,547+93.2% | $3,224+112.6% |
| Admin fee / account holder | $3 | $111-97.5% | $5,417-99.9% | $110-97.5% |