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 8-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 15 · EIN 23-1945930 | Recordkeeping | $2,445 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,588 | $44,642-20.3% | $91,220-61.0% | $66,914-46.8% |
| Participation rate | 91.1% | 64.9%+26.2pp | 73.2%+17.9pp | 69.8%+21.3pp |
| Annual return | -13.52% | -12.29%-1.2pp | 114.01%-127.5pp | 1.58%-15.1pp |
| Employer contribution / active EE | $5,512 | $1,706+223.0% | $2,850+93.4% | $2,544+116.6% |
| Participant deferral / active EE | $8,691 | $3,349+159.5% | $4,234+105.3% | $4,237+105.1% |
| Admin fee / account holder | $9 | $521-98.3% | $5,420-99.8% | $593-98.5% |