Filed October 24, 2013 (most recent of 2 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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,756 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,694 | $74,089-1.9% | $133,980-45.7% | $55,167+31.8% |
| Participation rate | 89.4% | 84.3%+5.1pp | 87.1%+2.3pp | 69.0%+20.4pp |
| Annual return | 8.74% | 12.11%-3.4pp | 29.30%-20.6pp | 169.23%-160.5pp |
| Employer contribution / active EE | $1,824 | $3,064-40.5% | $5,211-65.0% | $1,963-7.0% |
| Participant deferral / active EE | $3,291 | $4,678-29.6% | $6,282-47.6% | $3,054+7.8% |
| Admin fee / account holder | $55 | $458-88.0% | $9,324-99.4% | $504-89.1% |