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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $214,456 |
Service code 27 · EIN 82-1646066 | Advisory (Plan) | $113,500 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $29,000 |
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 | $222,931 | $71,106+213.5% | $83,333+167.5% | $75,289+196.1% |
| Participation rate | 98.9% | 82.0%+16.9pp | 77.8%+21.1pp | 72.4%+26.5pp |
| Annual return | -4.73% | -0.56%-4.2pp | 10.63%-15.4pp | -0.04%-4.7pp |
| Employer contribution / active EE | $7,525 | $2,436+208.9% | $3,379+122.7% | $2,405+212.9% |
| Participant deferral / active EE | $9,128 | $6,249+46.1% | $5,565+64.0% | $3,739+144.2% |
| Admin fee / account holder | $143 | $72+97.0% | $7,510-98.1% | $102+39.4% |