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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 PO BOX 2900 · VALLEY FORGE, PA 194822900 | Recordkeeping | $47,054 |
RBC WEALTH MANAGEMENT5+ years Service code 16 · EIN 41-1416330 6225 SHERIDAN DR. #318 · WILLIAMSVILLE, NY 14221 | Consulting | $36,266 |
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 | $46,075 | $95,542-51.8% | $69,455-33.7% | $67,579-31.8% |
| Participation rate | 89.1% | 79.4%+9.7pp | 74.6%+14.4pp | 71.3%+17.8pp |
| Annual return | 22.41% | 17.67%+4.7pp | 28.97%-6.6pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,850 | $2,989-38.1% | $2,779-33.4% | $2,148-13.9% |
| Participant deferral / active EE | $2,046 | $3,263-37.3% | $3,535-42.1% | $3,539-42.2% |
| Admin fee / account holder | $162 | $90+79.8% | $3,839-95.8% | $142+13.5% |