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.5+ years Filed as: VANGUARD GROUP, INC. Service code 16 · EIN 23-1945930 PO BOX 1110 · VALLEY FORGE, PA 194821110 | Consulting | $11,671 |
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 | $248,640 | $109,359+127.4% | $162,163+53.3% | $72,985+240.7% |
| Participation rate | 89.9% | 84.3%+5.6pp | 87.6%+2.3pp | 69.5%+20.4pp |
| Annual return | 19.92% | 25.46%-5.5pp | 115.59%-95.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $7,203 | $3,907+84.3% | $5,614+28.3% | $2,440+195.2% |
| Participant deferral / active EE | $13,490 | $5,481+146.1% | $7,298+84.8% | $3,607+273.9% |
| Admin fee / account holder | $58 | $7,972-99.3% | $10,843-99.5% | $5,124-98.9% |