Filed March 14, 2018
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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $525,026 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $71,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,157 | $112,623-1.3% | $106,213+4.7% | $199,593-44.3% |
| Participation rate | 98.8% | 86.2%+12.6pp | 75.3%+23.5pp | 72.0%+26.9pp |
| Annual return | 13.49% | 15.57%-2.1pp | 116.14%-102.7pp | 34.25%-20.8pp |
| Employer contribution / active EE | $5,703 | $4,575+24.7% | $3,171+79.8% | $3,034+88.0% |
| Participant deferral / active EE | $7,907 | $6,659+18.7% | $5,016+57.6% | $5,087+55.4% |
| Admin fee / account holder | $90 | $107-15.9% | $11,033-99.2% | $269-66.5% |