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.8+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $10,177 |
INFOSYNC SERVICES, LLC1 year Service code 99 · EIN 91-2143860 | Other Fees | $2,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,748 | $86,655+20.9% | $119,609-12.4% | $66,914+56.5% |
| Participation rate | 95.8% | 75.6%+20.2pp | 79.3%+16.5pp | 69.8%+26.0pp |
| Annual return | -16.56% | -8.00%-8.6pp | -14.97%-1.6pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,080 | $2,536-18.0% | $4,232-50.9% | $2,544-18.3% |
| Participant deferral / active EE | $6,117 | $4,358+40.4% | $5,602+9.2% | $4,237+44.4% |
| Admin fee / account holder | $38 | $755-95.0% | $10,323-99.6% | $593-93.6% |