Filed July 12, 2018 (most recent of 4 filings on file)
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: VANGUARD GROUP, INC. Service code 16 · EIN 23-1945930 PO BOX 1110 · VALLEY FORGE, PA 194821110 | Consulting | $10,862 |
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 | $216,387 | $94,529+128.9% | $140,016+54.5% | $64,186+237.1% |
| Participation rate | 90.5% | 84.1%+6.4pp | 87.5%+3.0pp | 69.6%+20.9pp |
| Annual return | -4.42% | 7.77%-12.2pp | 651.12%-655.5pp | 7.63%-12.1pp |
| Employer contribution / active EE | $7,026 | $3,812+84.3% | $5,606+25.3% | $2,381+195.1% |
| Participant deferral / active EE | $14,445 | $5,250+175.1% | $6,927+108.5% | $3,470+316.3% |
| Admin fee / account holder | $54 | $6,741-99.2% | $10,705-99.5% | $4,888-98.9% |