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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,949 |
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 | $83,290 | $89,739-7.2% | $149,718-44.4% | $62,292+33.7% |
| Participation rate | 91.5% | 85.1%+6.4pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 16.03% | 21.01%-5.0pp | 1501.63%-1485.6pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,033 | $3,233-37.1% | $5,445-62.7% | $2,042-0.5% |
| Participant deferral / active EE | $3,702 | $4,797-22.8% | $6,569-43.6% | $3,169+16.8% |
| Admin fee / account holder | $46 | $551-91.7% | $11,283-99.6% | $479-90.5% |