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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,170 |
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 | $72,758 | $41,256+76.4% | $86,590-16.0% | $77,958-6.7% |
| Participation rate | 99.1% | 63.0%+36.1pp | 73.5%+25.6pp | 71.6%+27.5pp |
| Annual return | 14.49% | 17.67%-3.2pp | 964.84%-950.4pp | 20.87%-6.4pp |
| Employer contribution / active EE | $2,413 | $1,613+49.7% | $2,839-15.0% | $2,310+4.4% |
| Participant deferral / active EE | $2,485 | $2,332+6.5% | $3,609-31.1% | $3,537-29.7% |
| Admin fee / account holder | $6 | $71-92.2% | $4,906-99.9% | $97-94.3% |