Filed January 23, 2017 (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 Service code 15 · EIN 23-1945930 | Recordkeeping | $23,844 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,204 | $33,780-78.7% | $74,550-90.3% | $75,289-90.4% |
| Participation rate | 79.8% | 62.7%+17.1pp | 69.1%+10.6pp | 72.4%+7.3pp |
| Annual return | -2.88% | -1.24%-1.6pp | 32.53%-35.4pp | -0.04%-2.8pp |
| Employer contribution / active EE | $371 | $845-56.1% | $1,961-81.1% | $2,405-84.6% |
| Participant deferral / active EE | $642 | $1,890-66.0% | $3,108-79.3% | $3,739-82.8% |
| Admin fee / account holder | $15 | $86-82.2% | $5,060-99.7% | $102-85.0% |