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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $57,328 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,948 | $111,491-7.7% | $189,513-45.7% | $86,799+18.6% |
| Participation rate | 94.9% | 87.3%+7.5pp | 87.8%+7.1pp | 72.3%+22.6pp |
| Annual return | 14.29% | 83.50%-69.2pp | 555.15%-540.9pp | 97.91%-83.6pp |
| Employer contribution / active EE | $3,063 | $3,951-22.5% | $6,162-50.3% | $2,405+27.3% |
| Participant deferral / active EE | $7,265 | $6,437+12.9% | $8,221-11.6% | $4,131+75.9% |
| Admin fee / account holder | $43 | $189-77.3% | $12,045-99.6% | $170-74.8% |