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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $215,818 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $125,981 |
Service code 27 · EIN 82-1646066 | Advisory (Plan) | $111,500 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $31,500 |
WALLACH & ASSOCIATES1 year Filed as: WALLACH & ASSOCIATES INC Service code 10 · EIN 22-3348744 | Accounting | $7,000 |
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 | $306,875 | $87,621+250.2% | $86,436+255.0% | $77,904+293.9% |
| Participation rate | 97.8% | 85.8%+12.0pp | 80.3%+17.5pp | 73.7%+24.1pp |
| Annual return | -14.95% | -13.90%-1.0pp | 4394.89%-4409.8pp | 12.21%-27.2pp |
| Employer contribution / active EE | $7,256 | $3,474+108.9% | $3,769+92.5% | $2,848+154.8% |
| Participant deferral / active EE | $11,236 | $8,645+30.0% | $6,952+61.6% | $4,806+133.8% |
| Admin fee / account holder | $213 | $85+152.0% | $6,731-96.8% | $133+61.0% |