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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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,205 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $5,600 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $330,391 | $73,638+348.7% | $95,952+244.3% | $73,488+349.6% |
| Participation rate | 99.5% | 76.2%+23.4pp | 77.1%+22.4pp | 70.7%+28.8pp |
| Annual return | 17.04% | 16.78%+0.3pp | 91.61%-74.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $9,267 | $1,863+397.4% | $2,541+264.7% | $2,270+308.2% |
| Participant deferral / active EE | $7,600 | $3,617+110.1% | $4,167+82.4% | $3,740+103.2% |
| Admin fee / account holder | $105 | $482-78.3% | $6,795-98.5% | $513-79.6% |