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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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,900 |
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 | $239,415 | $66,124+262.1% | $90,404+164.8% | $73,488+225.8% |
| Participation rate | 97.2% | 69.7%+27.6pp | 72.7%+24.6pp | 70.7%+26.6pp |
| Annual return | 13.95% | 17.65%-3.7pp | 1293.02%-1279.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $7,520 | $2,346+220.5% | $3,262+130.5% | $2,270+231.3% |
| Participant deferral / active EE | $7,621 | $3,039+150.8% | $3,963+92.3% | $3,740+103.8% |
| Admin fee / account holder | $19 | $396-95.3% | $5,611-99.7% | $513-96.3% |