Filed November 27, 2013 (most recent of 3 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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,514 | $95,776-19.1% | $162,163-52.2% | $77,787-0.4% |
| Participation rate | 97.1% | 88.6%+8.5pp | 87.6%+9.6pp | 73.2%+23.9pp |
| Annual return | 26.30% | 37.03%-10.7pp | 115.59%-89.3pp | 32.57%-6.3pp |
| Employer contribution / active EE | $2,923 | $3,874-24.5% | $5,614-47.9% | $2,504+16.7% |
| Participant deferral / active EE | $6,436 | $6,125+5.1% | $7,298-11.8% | $3,967+62.2% |
| Admin fee / account holder | $19 | $88-78.4% | $10,843-99.8% | $100-81.1% |