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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,157 | $47,722+40.7% | $82,719-18.8% | $64,808+3.6% |
| Participation rate | 97.2% | 67.6%+29.6pp | 72.6%+24.7pp | 71.5%+25.8pp |
| Annual return | -13.47% | -13.05%-0.4pp | 701.18%-714.7pp | 32.82%-46.3pp |
| Employer contribution / active EE | $4,487 | $2,179+105.9% | $3,009+49.1% | $2,506+79.0% |
| Participant deferral / active EE | $3,434 | $3,329+3.1% | $4,395-21.9% | $4,310-20.3% |
| Admin fee / account holder | $54 | $143-62.1% | $5,329-99.0% | $188-71.1% |