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.5+ years Filed as: VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $660 |
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 | $215,542 | $74,347+189.9% | $93,606+130.3% | $67,579+218.9% |
| Participation rate | 96.5% | 80.6%+15.9pp | 75.8%+20.7pp | 71.3%+25.3pp |
| Annual return | 21.52% | 28.07%-6.6pp | 32.76%-11.2pp | 378.56%-357.0pp |
| Employer contribution / active EE | $11,654 | $2,583+351.2% | $2,718+328.8% | $2,148+442.6% |
| Participant deferral / active EE | $7,489 | $4,060+84.5% | $4,069+84.1% | $3,539+111.6% |
| Admin fee / account holder | $66 | $123-46.0% | $7,888-99.2% | $142-53.4% |