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 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $655,664 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $211,662 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $489,044 | $114,195+328.3% | $106,548+359.0% | $93,030+425.7% |
| Participation rate | 99.2% | 86.4%+12.8pp | 76.1%+23.1pp | 73.9%+25.3pp |
| Annual return | 14.06% | 22.18%-8.1pp | 26.80%-12.7pp | 158.70%-144.6pp |
| Employer contribution / active EE | $14,181 | $4,009+253.7% | $2,819+403.1% | $2,706+424.1% |
| Participant deferral / active EE | $13,065 | $5,908+121.1% | $4,398+197.1% | $4,562+186.4% |
| Admin fee / account holder | $269 | $105+156.4% | $7,407-96.4% | $152+77.1% |