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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,095 |
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 | $67,155 | $44,794+49.9% | $90,281-25.6% | $77,787-13.7% |
| Participation rate | 98.7% | 66.6%+32.1pp | 73.3%+25.4pp | 73.2%+25.5pp |
| Annual return | 19.65% | 28.23%-8.6pp | 78.10%-58.4pp | 32.57%-12.9pp |
| Employer contribution / active EE | $2,644 | $1,809+46.2% | $2,854-7.4% | $2,504+5.6% |
| Participant deferral / active EE | $2,386 | $2,642-9.7% | $3,885-38.6% | $3,967-39.9% |
| Admin fee / account holder | $8 | $94-91.9% | $5,351-99.9% | $100-92.3% |