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.1+ years Filed as: VANGUARD GROUP Service code 21 · EIN 23-1945930 | Bank Trustee | $12,159 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $83,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 77.9%-77.9pp | 4.3%-4.3pp |
| Annual return | -1.86% | 2.81%-4.7pp | -0.37%-1.5pp | 2.81%-4.7pp |
| Employer contribution / active EE | $0 | $16,358-100.0% | $27,460-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $11,212 | $775+1347.1% | $1,021+997.8% | $775+1347.1% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,063-100.0% | $1,639-100.0% |