Filed December 5, 2024
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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,751 |
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 | $69,624 | $60,989+14.2% | $60,874+14.4% | $66,914+4.0% |
| Participation rate | 81.7% | 74.5%+7.2pp | 73.1%+8.6pp | 69.8%+11.9pp |
| Annual return | -14.30% | -9.60%-4.7pp | 16.90%-31.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,701-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,362 | $3,615+20.7% | $3,817+14.3% | $4,237+3.0% |
| Admin fee / account holder | $6 | $338-98.3% | $3,224-99.8% | $593-99.0% |