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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $632,008 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $162,654 |
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 | $404,173 | $136,266+196.6% | $90,749+345.4% | $77,904+418.8% |
| Participation rate | 99.4% | 86.6%+12.7pp | 75.7%+23.7pp | 73.7%+25.7pp |
| Annual return | -14.53% | -11.32%-3.2pp | -12.16%-2.4pp | 12.21%-26.7pp |
| Employer contribution / active EE | $16,752 | $4,215+297.4% | $2,921+473.5% | $2,848+488.3% |
| Participant deferral / active EE | $14,462 | $6,353+127.6% | $4,564+216.9% | $4,806+200.9% |
| Admin fee / account holder | $244 | $399-38.8% | $8,445-97.1% | $133+84.0% |