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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $117,856 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $33,472 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,583 | $112,686-12.5% | $169,993-42.0% | $80,160+23.0% |
| Participation rate | 93.1% | 87.4%+5.7pp | 87.0%+6.1pp | 72.9%+20.1pp |
| Annual return | 16.90% | 67.04%-50.1pp | 53.37%-36.5pp | 40.38%-23.5pp |
| Employer contribution / active EE | $3,074 | $4,481-31.4% | $6,785-54.7% | $2,978+3.2% |
| Participant deferral / active EE | $7,213 | $7,876-8.4% | $10,408-30.7% | $5,017+43.8% |
| Admin fee / account holder | $88 | $99-11.1% | $12,815-99.3% | $145-39.2% |