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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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,000 |
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 | $99,587 | $68,408+45.6% | $57,179+74.2% | $57,658+72.7% |
| Participation rate | 95.2% | 79.1%+16.1pp | 75.3%+19.9pp | 70.2%+25.0pp |
| Annual return | 8.85% | 8.51%+0.3pp | 14.59%-5.7pp | 5.13%+3.7pp |
| Employer contribution / active EE | $9,307 | $2,869+224.4% | $2,682+247.0% | $1,974+371.6% |
| Participant deferral / active EE | $12,496 | $2,903+330.4% | $3,096+303.6% | $3,061+308.3% |
| Admin fee / account holder | $6 | $70-91.2% | $3,139-99.8% | $95-93.5% |