Filed February 22, 2016 (most recent of 2 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $43,189 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $343,700 | $54,762+527.6% | $90,281+280.7% | $72,985+370.9% |
| Participation rate | 91.2% | 65.1%+26.1pp | 73.3%+17.9pp | 69.5%+21.7pp |
| Annual return | 20.55% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $16,275 | $2,092+677.8% | $2,854+470.2% | $2,440+567.1% |
| Participant deferral / active EE | $8,064 | $2,887+179.3% | $3,885+107.5% | $3,607+123.5% |
| Admin fee / account holder | $326 | $3,972-91.8% | $5,351-93.9% | $5,124-93.6% |