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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,976 |
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 | $394,275 | $60,124+555.8% | $90,404+336.1% | $79,858+393.7% |
| Participation rate | 91.4% | 65.0%+26.4pp | 72.7%+18.7pp | 69.6%+21.8pp |
| Annual return | 14.40% | 71.94%-57.5pp | 1293.02%-1278.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $17,453 | $2,068+744.1% | $3,262+435.1% | $2,471+606.4% |
| Participant deferral / active EE | $9,097 | $2,938+209.6% | $3,963+129.5% | $3,740+143.2% |
| Admin fee / account holder | $327 | $3,976-91.8% | $5,611-94.2% | $5,306-93.8% |