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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $395,221 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $171,065 |
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 | $459,237 | $104,631+338.9% | $98,439+366.5% | $80,160+472.9% |
| Participation rate | 99.1% | 87.5%+11.6pp | 75.2%+24.0pp | 72.9%+26.2pp |
| Annual return | 16.36% | 34.72%-18.4pp | 21.16%-4.8pp | 40.38%-24.0pp |
| Employer contribution / active EE | $13,980 | $4,517+209.5% | $3,048+358.7% | $2,978+369.5% |
| Participant deferral / active EE | $13,957 | $6,545+113.2% | $4,738+194.6% | $5,017+178.2% |
| Admin fee / account holder | $173 | $105+65.4% | $8,948-98.1% | $145+19.7% |