Filed May 1, 2015
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 | $138,516 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $667,926 | $112,686+492.7% | $169,993+292.9% | $80,160+733.2% |
| Participation rate | 98.7% | 87.4%+11.3pp | 87.0%+11.7pp | 72.9%+25.8pp |
| Annual return | 14.86% | 67.04%-52.2pp | 53.37%-38.5pp | 40.38%-25.5pp |
| Employer contribution / active EE | $24,221 | $4,481+440.5% | $6,785+257.0% | $2,978+713.4% |
| Participant deferral / active EE | $15,634 | $7,876+98.5% | $10,408+50.2% | $5,017+211.6% |
| Admin fee / account holder | $71 | $99-28.2% | $12,815-99.4% | $145-50.9% |