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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,565 |
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 | $69,465 | $34,495+101.4% | $78,689-11.7% | $63,975+8.6% |
| Participation rate | 99.2% | 60.8%+38.4pp | 73.6%+25.6pp | 71.1%+28.1pp |
| Annual return | 7.84% | 11.62%-3.8pp | 62.18%-54.3pp | 48.65%-40.8pp |
| Employer contribution / active EE | $2,273 | $1,398+62.6% | $2,851-20.3% | $2,182+4.2% |
| Participant deferral / active EE | $2,283 | $2,100+8.7% | $3,517-35.1% | $3,356-32.0% |
| Admin fee / account holder | $6 | $68-90.5% | $4,510-99.9% | $70-90.8% |