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.9+ years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,772 |
INFOSYNC SERVICES, LLC2 years 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 | $122,014 | $82,978+47.0% | $129,995-6.1% | $71,457+70.8% |
| Participation rate | 94.6% | 74.1%+20.6pp | 78.5%+16.2pp | 67.9%+26.7pp |
| Annual return | 18.91% | 20.60%-1.7pp | -137.18%+156.1pp | 28.85%-9.9pp |
| Employer contribution / active EE | $2,229 | $2,622-15.0% | $4,320-48.4% | $2,588-13.9% |
| Participant deferral / active EE | $6,550 | $4,432+47.8% | $5,820+12.5% | $4,289+52.7% |
| Admin fee / account holder | $38 | $1,729-97.8% | $10,614-99.6% | $1,587-97.6% |