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.4+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,286 |
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 | $88,227 | $66,302+33.1% | $110,238-20.0% | $56,287+56.7% |
| Participation rate | 97.9% | 74.9%+23.0pp | 79.8%+18.1pp | 69.9%+28.0pp |
| Annual return | -4.45% | -1.18%-3.3pp | 314.74%-319.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,178 | $2,047+6.4% | $3,826-43.1% | $2,111+3.2% |
| Participant deferral / active EE | $5,871 | $3,381+73.6% | $4,672+25.7% | $3,350+75.3% |
| Admin fee / account holder | $15 | $698-97.9% | $8,547-99.8% | $521-97.2% |