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 64 · EIN 23-1945930 | Recordkeeping Fees | $11,093 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,696 | $65,557-28.8% | $64,056-27.1% | $71,457-34.7% |
| Participation rate | 92.1% | 73.2%+19.0pp | 72.3%+19.8pp | 67.9%+24.2pp |
| Annual return | 11.79% | 18.94%-7.2pp | 33.69%-21.9pp | 28.85%-17.1pp |
| Employer contribution / active EE | $4,595 | $2,669+72.2% | $2,747+67.3% | $2,588+77.6% |
| Participant deferral / active EE | $4,104 | $3,626+13.2% | $3,880+5.8% | $4,289-4.3% |
| Admin fee / account holder | $60 | $616-90.3% | $3,068-98.0% | $1,587-96.2% |