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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $170,343 |
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 | $97,226 | $105,190-7.6% | $98,907-1.7% | $90,288+7.7% |
| Participation rate | 98.1% | 86.4%+11.8pp | 76.0%+22.1pp | 73.4%+24.8pp |
| Annual return | 16.67% | 18.52%-1.9pp | 196.43%-179.8pp | 53.97%-37.3pp |
| Employer contribution / active EE | $6,674 | $3,831+74.2% | $2,689+148.2% | $2,524+164.4% |
| Participant deferral / active EE | $3,230 | $5,616-42.5% | $4,244-23.9% | $4,232-23.7% |
| Admin fee / account holder | $65 | $97-33.7% | $6,642-99.0% | $114-43.4% |