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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,115 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $152,158 | $79,523+91.3% | $140,016+8.7% | $56,287+170.3% |
| Participation rate | 95.5% | 85.7%+9.7pp | 87.5%+8.0pp | 69.9%+25.6pp |
| Annual return | 9.59% | 2.39%+7.2pp | 651.12%-641.5pp | -9.96%+19.5pp |
| Employer contribution / active EE | $8,776 | $3,350+162.0% | $5,606+56.5% | $2,111+315.7% |
| Participant deferral / active EE | $8,336 | $5,129+62.5% | $6,927+20.3% | $3,350+148.9% |
| Admin fee / account holder | $4 | $614-99.4% | $10,705-100.0% | $521-99.3% |