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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $166,703 |
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 | $793,116 | $122,693+546.4% | $184,203+330.6% | $199,593+297.4% |
| Participation rate | 98.8% | 86.8%+12.0pp | 86.8%+12.0pp | 72.0%+26.8pp |
| Annual return | 12.45% | 143.91%-131.5pp | 28.81%-16.4pp | 34.25%-21.8pp |
| Employer contribution / active EE | $25,512 | $4,584+456.5% | $6,427+296.9% | $3,034+740.8% |
| Participant deferral / active EE | $16,567 | $7,990+107.3% | $9,131+81.4% | $5,087+225.7% |
| Admin fee / account holder | $40 | $121-66.5% | $13,901-99.7% | $269-85.0% |