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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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $380,253 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $167,755 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $73,396 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,273 | $160,882+84.2% | $200,582+47.7% | $102,872+188.0% |
| Participation rate | 97.7% | 91.2%+6.5pp | 86.9%+10.8pp | 73.0%+24.7pp |
| Annual return | 14.76% | 18.15%-3.4pp | 42.33%-27.6pp | 19.06%-4.3pp |
| Employer contribution / active EE | $4,241 | $5,602-24.3% | $6,419-33.9% | $3,526+20.3% |
| Participant deferral / active EE | $9,795 | $9,300+5.3% | $9,331+5.0% | $5,535+77.0% |
| Admin fee / account holder | $201 | $125+60.7% | $16,305-98.8% | $292-31.4% |