Filed August 6, 2025 (most recent of 2 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.4+ years Filed as: THE VANGUARD GROUP Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $33,169 |
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 | $72,320 | $407,990-82.3% | $121,196-40.3% | $75,289-3.9% |
| Participation rate | 97.8% | 59.5%+38.2pp | 71.7%+26.0pp | 72.4%+25.3pp |
| Annual return | -3.08% | 2.93%-6.0pp | 16.93%-20.0pp | -0.04%-3.0pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $4,022-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,673 | $2,201+157.8% | $3,344+69.6% | $3,739+51.7% |
| Admin fee / account holder | $17 | $455-96.2% | $5,019-99.7% | $102-83.0% |