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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,785 |
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 | $64,151 | $37,884+69.3% | $79,464-19.3% | $75,289-14.8% |
| Participation rate | 98.5% | 65.0%+33.5pp | 73.3%+25.2pp | 72.4%+26.1pp |
| Annual return | -3.61% | 1.06%-4.7pp | 718.14%-721.8pp | -0.04%-3.6pp |
| Employer contribution / active EE | $2,758 | $1,680+64.2% | $2,800-1.5% | $2,405+14.7% |
| Participant deferral / active EE | $2,524 | $2,569-1.8% | $3,704-31.9% | $3,739-32.5% |
| Admin fee / account holder | $5 | $77-94.0% | $5,113-99.9% | $102-95.5% |