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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,129 |
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 | $78,732 | $79,523-1.0% | $140,016-43.8% | $56,287+39.9% |
| Participation rate | 91.4% | 85.7%+5.7pp | 87.5%+3.9pp | 69.9%+21.5pp |
| Annual return | -4.98% | 2.39%-7.4pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,406 | $3,350-28.2% | $5,606-57.1% | $2,111+14.0% |
| Participant deferral / active EE | $3,843 | $5,129-25.1% | $6,927-44.5% | $3,350+14.7% |
| Admin fee / account holder | $61 | $614-90.0% | $10,705-99.4% | $521-88.2% |