Filed July 28, 2015
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,212 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $311,919 | $81,321+283.6% | $68,509+355.3% | $59,188+427.0% |
| Participation rate | 99.7% | 83.8%+15.9pp | 74.7%+25.0pp | 69.4%+30.3pp |
| Annual return | 0.00% | 4.65%-4.6pp | 8.27%-8.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $4,012 | $3,297+21.7% | $2,278+76.1% | $2,098+91.2% |
| Participant deferral / active EE | $2,461 | $4,592-46.4% | $3,382-27.3% | $3,265-24.6% |
| Admin fee / account holder | $44 | $62-28.5% | $5,275-99.2% | $92-52.1% |