Filed August 14, 2014 (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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $38,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,382 | $96,403-6.2% | $93,606-3.4% | $77,787+16.2% |
| Participation rate | 97.7% | 87.6%+10.1pp | 75.8%+21.9pp | 73.2%+24.5pp |
| Annual return | 16.12% | 39.36%-23.2pp | 32.76%-16.6pp | 32.57%-16.5pp |
| Employer contribution / active EE | $5,429 | $3,616+50.2% | $2,718+99.8% | $2,504+116.8% |
| Participant deferral / active EE | $2,936 | $5,341-45.0% | $4,069-27.8% | $3,967-26.0% |
| Admin fee / account holder | $10 | $90-89.3% | $7,888-99.9% | $100-90.5% |