Filed February 17, 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 3-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 Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $54,604 |
Service code 10 · EIN 13-4008324 | Accounting | $28,050 |
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $22,276 |
Service code 16 · EIN 53-0180291 | Consulting | $8,384 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
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 | $41,261 | $113,293-63.6% | $67,502-38.9% | $199,593-79.3% |
| Participation rate | 81.4% | 73.3%+8.1pp | 72.9%+8.5pp | 72.0%+9.4pp |
| Annual return | 11.26% | 15.88%-4.6pp | 3512.12%-3500.9pp | 34.25%-23.0pp |
| Employer contribution / active EE | $2,851 | $3,401-16.2% | $2,731+4.4% | $3,034-6.0% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $27 | $103-73.5% | $3,998-99.3% | $269-89.9% |