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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,952 |
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 | $143,547 | $136,307+5.3% | $177,821-19.3% | $73,488+95.3% |
| Participation rate | 93.7% | 86.1%+7.6pp | 87.7%+6.0pp | 70.7%+23.0pp |
| Annual return | 1.14% | 18.68%-17.5pp | 48.32%-47.2pp | 28.51%-27.4pp |
| Employer contribution / active EE | $9,128 | $3,712+145.9% | $5,918+54.2% | $2,270+302.1% |
| Participant deferral / active EE | $9,539 | $5,829+63.7% | $7,714+23.7% | $3,740+155.1% |
| Admin fee / account holder | $7 | $596-98.7% | $12,427-99.9% | $513-98.5% |