Filed May 20, 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.1+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $4,411 |
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 | $81,876 | $57,096+43.4% | $94,224-13.1% | $55,191+48.3% |
| Participation rate | 97.8% | 75.7%+22.2pp | 78.8%+19.1pp | 69.2%+28.7pp |
| Annual return | 0.30% | 159.65%-159.3pp | 10.68%-10.4pp | 10.78%-10.5pp |
| Employer contribution / active EE | $2,081 | $1,708+21.9% | $3,587-42.0% | $1,899+9.6% |
| Participant deferral / active EE | $5,367 | $3,165+69.6% | $4,320+24.2% | $3,046+76.2% |
| Admin fee / account holder | $10 | $89-88.8% | $6,269-99.8% | $91-89.0% |