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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $38,122 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,487 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,307 | $39,973-84.2% | $79,550-92.1% | $77,904-91.9% |
| Participation rate | 97.1% | 64.6%+32.5pp | 69.5%+27.6pp | 73.7%+23.5pp |
| Annual return | -14.20% | 3.42%-17.6pp | 0.16%-14.4pp | 12.21%-26.4pp |
| Employer contribution / active EE | $495 | $1,088-54.5% | $2,413-79.5% | $2,848-82.6% |
| Participant deferral / active EE | $835 | $2,774-69.9% | $3,985-79.0% | $4,806-82.6% |
| Admin fee / account holder | $21 | $113-81.3% | $6,832-99.7% | $133-84.1% |