Filed November 3, 2014 (most recent of 3 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 |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,795 |
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 | $119,706 | $74,089+61.6% | $133,980-10.7% | $55,167+117.0% |
| Participation rate | 92.4% | 84.3%+8.1pp | 87.1%+5.3pp | 69.0%+23.4pp |
| Annual return | 0.86% | 12.11%-11.3pp | 29.30%-28.4pp | 169.23%-168.4pp |
| Employer contribution / active EE | $5,264 | $3,064+71.8% | $5,211+1.0% | $1,963+168.2% |
| Participant deferral / active EE | $6,802 | $4,678+45.4% | $6,282+8.3% | $3,054+122.7% |
| Admin fee / account holder | $4 | $458-99.2% | $9,324-100.0% | $504-99.3% |