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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $582,598 |
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 | $342,959 | $82,279+316.8% | $77,999+339.7% | $63,975+436.1% |
| Participation rate | 99.5% | 84.7%+14.8pp | 75.5%+23.9pp | 71.1%+28.3pp |
| Annual return | 8.72% | 11.20%-2.5pp | 425.96%-417.2pp | 48.65%-39.9pp |
| Employer contribution / active EE | $15,514 | $3,297+370.6% | $2,470+528.1% | $2,182+611.1% |
| Participant deferral / active EE | $11,324 | $4,538+149.5% | $3,497+223.8% | $3,356+237.4% |
| Admin fee / account holder | $209 | $81+157.0% | $5,480-96.2% | $70+197.0% |