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.3 years Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $27,051 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,309 | $69,763-23.6% | $67,502-21.0% | $74,495-28.4% |
| Participation rate | 54.5% | 71.4%-16.9pp | 72.9%-18.4pp | 67.2%-12.7pp |
| Annual return | 14.73% | -40.34%+55.1pp | 3512.12%-3497.4pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $2,878 | $2,704+6.4% | $2,731+5.4% | $2,623+9.7% |
| Participant deferral / active EE | $2,679 | $3,636-26.3% | $4,000-33.0% | $4,346-38.4% |
| Admin fee / account holder | $139 | $896-84.5% | $3,998-96.5% | $1,942-92.9% |