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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $734,962 |
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 | $423,689 | $96,403+339.5% | $93,606+352.6% | $77,787+444.7% |
| Participation rate | 99.2% | 87.6%+11.5pp | 75.8%+23.3pp | 73.2%+26.0pp |
| Annual return | 21.32% | 39.36%-18.0pp | 32.76%-11.4pp | 32.57%-11.3pp |
| Employer contribution / active EE | $15,834 | $3,616+338.0% | $2,718+482.6% | $2,504+532.2% |
| Participant deferral / active EE | $12,837 | $5,341+140.3% | $4,069+215.5% | $3,967+223.6% |
| Admin fee / account holder | $239 | $90+166.6% | $7,888-97.0% | $100+138.5% |