Filed October 2, 2017
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.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $1,692 |
THE VANGUARD GROUP, INC.2+ years Service code 59 | Shareholder Servicing | $0 |
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 | $61,611 | $63,299-2.7% | $91,001-32.3% | $62,292-1.1% |
| Participation rate | 91.9% | 73.3%+18.5pp | 75.6%+16.3pp | 69.5%+22.3pp |
| Annual return | 13.08% | 20.99%-7.9pp | 4.60%+8.5pp | 28.90%-15.8pp |
| Employer contribution / active EE | $716 | $1,807-60.4% | $2,456-70.8% | $2,042-64.9% |
| Participant deferral / active EE | $3,154 | $2,943+7.2% | $3,547-11.1% | $3,169-0.5% |
| Admin fee / account holder | $8 | $468-98.4% | $5,417-99.9% | $479-98.4% |