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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,106 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,497 | $136,266-40.9% | $90,749-11.3% | $77,904+3.3% |
| Participation rate | 98.4% | 86.6%+11.8pp | 75.7%+22.7pp | 73.7%+24.7pp |
| Annual return | -17.52% | -11.32%-6.2pp | -12.16%-5.4pp | 12.21%-29.7pp |
| Employer contribution / active EE | $4,274 | $4,215+1.4% | $2,921+46.3% | $2,848+50.1% |
| Participant deferral / active EE | $4,041 | $6,353-36.4% | $4,564-11.4% | $4,806-15.9% |
| Admin fee / account holder | $46 | $399-88.6% | $8,445-99.5% | $133-65.6% |