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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $179,477 |
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 | $103,755 | $112,623-7.9% | $106,213-2.3% | $199,593-48.0% |
| Participation rate | 97.9% | 86.2%+11.7pp | 75.3%+22.6pp | 72.0%+25.9pp |
| Annual return | 12.24% | 15.57%-3.3pp | 116.14%-103.9pp | 34.25%-22.0pp |
| Employer contribution / active EE | $7,239 | $4,575+58.2% | $3,171+128.3% | $3,034+138.6% |
| Participant deferral / active EE | $4,707 | $6,659-29.3% | $5,016-6.1% | $5,087-7.5% |
| Admin fee / account holder | $58 | $107-45.3% | $11,033-99.5% | $269-78.2% |