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.6+ years Filed as: VANGUARD GROUP, INC. Service code 16 · EIN 23-1945930 PO BOX 1110 · VALLEY FORGE, PA 194821110 | Consulting | $13,753 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,682 | $123,793+113.8% | $177,821+48.8% | $79,858+231.4% |
| Participation rate | 90.1% | 84.7%+5.5pp | 87.7%+2.4pp | 69.6%+20.5pp |
| Annual return | 12.21% | 22.82%-10.6pp | 48.32%-36.1pp | 31.71%-19.5pp |
| Employer contribution / active EE | $7,324 | $4,095+78.8% | $5,918+23.7% | $2,471+196.4% |
| Participant deferral / active EE | $13,915 | $5,956+133.6% | $7,714+80.4% | $3,740+272.0% |
| Admin fee / account holder | $71 | $7,243-99.0% | $12,427-99.4% | $5,306-98.7% |