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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,812 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,327 | $65,409+573.2% | $98,442+347.3% | $85,850+412.9% |
| Participation rate | 91.1% | 65.0%+26.1pp | 73.3%+17.8pp | 69.3%+21.8pp |
| Annual return | 14.00% | 21.76%-7.8pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $17,077 | $2,168+687.8% | $2,960+477.0% | $2,565+565.7% |
| Participant deferral / active EE | $9,661 | $3,166+205.1% | $4,276+125.9% | $3,952+144.5% |
| Admin fee / account holder | $323 | $4,593-93.0% | $5,949-94.6% | $6,260-94.8% |