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.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $31,669 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,579 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,933 | $138,347+144.3% | $184,203+83.5% | $80,856+317.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 86.8%+0.7pp | 67.6%+19.9pp |
| Annual return | 12.95% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $10,150 | $4,850+109.3% | $6,427+57.9% | $2,755+268.5% |
| Participant deferral / active EE | $19,858 | $7,071+180.8% | $9,131+117.5% | $4,296+362.3% |
| Admin fee / account holder | $273 | $10,483-97.4% | $13,901-98.0% | $6,918-96.1% |