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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,483 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $66,188 | $47,634+39.0% | $90,404-26.8% | $90,288-26.7% |
| Participation rate | 98.6% | 67.5%+31.1pp | 72.7%+25.9pp | 73.4%+25.2pp |
| Annual return | 11.57% | 19.61%-8.0pp | 1293.02%-1281.4pp | 53.97%-42.4pp |
| Employer contribution / active EE | $3,070 | $1,749+75.6% | $3,262-5.9% | $2,524+21.6% |
| Participant deferral / active EE | $2,685 | $2,824-4.9% | $3,963-32.2% | $4,232-36.5% |
| Admin fee / account holder | $8 | $106-92.1% | $5,611-99.9% | $114-92.6% |