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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $284,188 |
Service code 27 · EIN 82-1646066 | Advisory (Plan) | $109,000 |
ERNST & YOUNG LLP6+ years Service code 10 · EIN 34-6565596 | Accounting | $21,250 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $326,100 | $102,389+218.5% | $100,516+224.4% | $90,288+261.2% |
| Participation rate | 98.3% | 84.0%+14.2pp | 79.4%+18.9pp | 73.4%+24.9pp |
| Annual return | 16.89% | 22.50%-5.6pp | 30.89%-14.0pp | 53.97%-37.1pp |
| Employer contribution / active EE | $6,584 | $3,056+115.4% | $3,418+92.7% | $2,524+160.9% |
| Participant deferral / active EE | $9,743 | $7,514+29.7% | $6,270+55.4% | $4,232+130.2% |
| Admin fee / account holder | $176 | $83+111.0% | $8,081-97.8% | $114+54.1% |