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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $233,842 |
THE VANGUARD GROUP, INC.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $174,610 |
Service code 27 · EIN 82-1646066 | Advisory (Plan) | $116,000 |
ERNST & YOUNG LLP7+ years Service code 10 · EIN 34-6565596 | Accounting | $30,000 |
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 | $373,041 | $108,617+243.4% | $108,410+244.1% | $93,030+301.0% |
| Participation rate | 98.6% | 83.1%+15.4pp | 80.1%+18.4pp | 73.9%+24.7pp |
| Annual return | 14.42% | 21.63%-7.2pp | 905.27%-890.9pp | 158.70%-144.3pp |
| Employer contribution / active EE | $6,833 | $3,249+110.3% | $3,558+92.0% | $2,706+152.6% |
| Participant deferral / active EE | $10,382 | $7,885+31.7% | $6,563+58.2% | $4,562+127.6% |
| Admin fee / account holder | $238 | $94+154.3% | $7,295-96.7% | $152+56.9% |