Filed February 11, 2019 (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 |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $38,720 |
Service code 26 · EIN 61-1732930 | Advisory (Participants) | $187 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
WILMINGTON TRUST2 years Service code 52 · EIN 81-4543855 | Indirect Investment Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,726 | $98,982-18.4% | $162,163-50.2% | $65,185+23.8% |
| Participation rate | 99.0% | 85.8%+13.2pp | 87.6%+11.5pp | 70.2%+28.8pp |
| Annual return | 22.24% | 24.84%-2.6pp | 115.59%-93.4pp | 29.38%-7.1pp |
| Employer contribution / active EE | $5,831 | $3,467+68.2% | $5,614+3.9% | $2,177+167.9% |
| Participant deferral / active EE | $3,771 | $5,384-30.0% | $7,298-48.3% | $3,514+7.3% |
| Admin fee / account holder | $157 | $596-73.7% | $10,843-98.6% | $847-81.5% |