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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,322 |
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 | $103,859 | $136,307-23.8% | $177,821-41.6% | $73,488+41.3% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.7%+8.9pp | 70.7%+25.9pp |
| Annual return | 14.93% | 18.68%-3.7pp | 48.32%-33.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,275 | $3,712-11.8% | $5,918-44.7% | $2,270+44.3% |
| Participant deferral / active EE | $5,073 | $5,829-13.0% | $7,714-34.2% | $3,740+35.7% |
| Admin fee / account holder | $54 | $596-91.0% | $12,427-99.6% | $513-89.5% |