Filed January 27, 2015 (most recent of 4 filings on file)
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 ADIVSERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $235,656 |
Service code 27 · EIN 82-1646066 | Advisory (Plan) | $116,500 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $111,100 |
ERNST & YOUNG LLP10+ years Service code 10 · EIN 34-6565596 | Accounting | $34,612 |
WALLACH & ASSOCIATES3 years Filed as: WALLACH & ASSOCIATES INC Service code 10 · EIN 22-3348744 | Accounting | $3,500 |
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 | $381,102 | $115,744+229.3% | $100,391+279.6% | $199,593+90.9% |
| Participation rate | 96.9% | 85.7%+11.3pp | 81.5%+15.5pp | 72.0%+25.0pp |
| Annual return | 14.39% | 17.79%-3.4pp | 49.20%-34.8pp | 34.25%-19.9pp |
| Employer contribution / active EE | $7,107 | $3,657+94.3% | $3,942+80.3% | $3,034+134.2% |
| Participant deferral / active EE | $10,973 | $9,844+11.5% | $8,082+35.8% | $5,087+115.7% |
| Admin fee / account holder | $214 | $93+130.6% | $7,899-97.3% | $269-20.3% |