Filed January 13, 2016
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.3+ years Filed as: VANGUARD GROUP INC. Service code 10 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Accounting | $36,340 |
RBC WEALTH MANAGEMENT4+ years Service code 16 · EIN 41-1416330 6225 SHERIDAN DR. #318 · WILLIAMSVILLE, NY 14221 | Consulting | $35,675 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,973 | $70,083-45.8% | $59,878-36.6% | $55,725-31.9% |
| Participation rate | 83.7% | 78.4%+5.4pp | 74.7%+9.0pp | 70.9%+12.9pp |
| Annual return | -5.79% | 3.13%-8.9pp | 3.46%-9.2pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,645 | $2,878-42.9% | $2,722-39.6% | $2,078-20.9% |
| Participant deferral / active EE | $1,763 | $3,079-42.7% | $3,402-48.2% | $3,356-47.4% |
| Admin fee / account holder | $138 | $70+96.0% | $3,590-96.2% | $115+19.7% |