Filed December 19, 2013 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD GROUP, INC Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $92,179 |
PRICEWATERHOUSECOOPERS LLP3+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 10 · EIN 13-4008324 | Accounting | $38,655 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $37,228 |
Filed as: WILLIS TOWERS WATSON Service code 52 · EIN 52-1868818 | Indirect Investment Fees | $14,510 |
TIAA2 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 52 · EIN 13-1624203 | Indirect Investment Fees | $1,364 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $192,138 | $92,091+108.6% | $62,995+205.0% | $77,958+146.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 74.8%+25.2pp | 71.6%+28.4pp |
| Annual return | 14.10% | 16.23%-2.1pp | 87.57%-73.5pp | 20.87%-6.8pp |
| Employer contribution / active EE | $0 | $3,424-100.0% | $2,759-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $17,423 | $3,361+418.4% | $3,329+423.3% | $3,537+392.6% |
| Admin fee / account holder | $22 | $48-53.3% | $3,600-99.4% | $97-77.0% |