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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $104,659 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $28,904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,104 | $86,897+2.5% | $151,611-41.2% | $64,808+37.5% |
| Participation rate | 93.2% | 87.3%+5.9pp | 87.5%+5.7pp | 71.5%+21.7pp |
| Annual return | -14.71% | -3.57%-11.1pp | 3.33%-18.0pp | 32.82%-47.5pp |
| Employer contribution / active EE | $3,012 | $4,010-24.9% | $6,166-51.2% | $2,506+20.2% |
| Participant deferral / active EE | $7,158 | $6,690+7.0% | $8,363-14.4% | $4,310+66.1% |
| Admin fee / account holder | $77 | $153-49.5% | $11,616-99.3% | $188-58.9% |