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.6+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,760 |
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 | $109,078 | $81,474+33.9% | $133,956-18.6% | $73,488+48.4% |
| Participation rate | 98.3% | 76.4%+21.9pp | 79.8%+18.4pp | 70.7%+27.6pp |
| Annual return | 12.53% | 19.40%-6.9pp | 45.09%-32.6pp | 28.51%-16.0pp |
| Employer contribution / active EE | $2,444 | $2,209+10.6% | $3,919-37.6% | $2,270+7.7% |
| Participant deferral / active EE | $6,360 | $3,786+68.0% | $5,048+26.0% | $3,740+70.1% |
| Admin fee / account holder | $27 | $713-96.2% | $8,927-99.7% | $513-94.7% |