Filed December 5, 2024
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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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,704 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,930 | $69,763+33.2% | $67,502+37.7% | $74,495+24.7% |
| Participation rate | 97.5% | 71.4%+26.1pp | 72.9%+24.6pp | 67.2%+30.3pp |
| Annual return | 52.38% | -40.34%+92.7pp | 3512.12%-3459.7pp | 1364.94%-1312.6pp |
| Employer contribution / active EE | $4,641 | $2,704+71.6% | $2,731+69.9% | $2,623+76.9% |
| Participant deferral / active EE | $4,644 | $3,636+27.7% | $4,000+16.1% | $4,346+6.9% |
| Admin fee / account holder | $16 | $896-98.3% | $3,998-99.6% | $1,942-99.2% |