Filed January 4, 2017 (most recent of 2 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 | $14,180 |
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 | $74,777 | $34,220+118.5% | $73,843+1.3% | $59,188+26.3% |
| Participation rate | 95.7% | 59.1%+36.6pp | 73.4%+22.3pp | 69.4%+26.3pp |
| Annual return | 0.59% | 3.36%-2.8pp | 2267.84%-2267.2pp | 5.51%-4.9pp |
| Employer contribution / active EE | $2,286 | $1,480+54.5% | $2,787-18.0% | $2,098+9.0% |
| Participant deferral / active EE | $2,343 | $2,035+15.2% | $3,583-34.6% | $3,265-28.2% |
| Admin fee / account holder | $7 | $64-88.4% | $4,880-99.8% | $92-91.9% |