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 | $50,873 |
Service code 10 · EIN 13-4008324 | Accounting | $28,050 |
TIAA1 year Service code 19 · EIN 13-1624203 | Securities Custodian | $13,683 |
Filed as: WILLIS TOWERS WATSON LLC Service code 16 · EIN 53-0181291 | Consulting | $8,384 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,633 | $113,293-70.3% | $67,511-50.2% | $199,768-83.2% |
| Participation rate | 79.7% | 73.3%+6.3pp | 72.9%+6.8pp | 72.0%+7.6pp |
| Annual return | 11.52% | 15.88%-4.4pp | 3517.41%-3505.9pp | 34.26%-22.7pp |
| Employer contribution / active EE | $1,318 | $3,401-61.3% | $2,733-51.8% | $3,037-56.6% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,090-100.0% |
| Admin fee / account holder | $30 | $103-70.8% | $3,999-99.3% | $269-88.9% |