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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $203,939 |
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 | $101,708 | $114,195-10.9% | $106,548-4.5% | $93,030+9.3% |
| Participation rate | 97.9% | 86.4%+11.6pp | 76.1%+21.8pp | 73.9%+24.0pp |
| Annual return | 13.25% | 22.18%-8.9pp | 26.80%-13.6pp | 158.70%-145.5pp |
| Employer contribution / active EE | $4,468 | $4,009+11.4% | $2,819+58.5% | $2,706+65.1% |
| Participant deferral / active EE | $3,627 | $5,908-38.6% | $4,398-17.5% | $4,562-20.5% |
| Admin fee / account holder | $70 | $105-33.2% | $7,407-99.1% | $152-53.9% |