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.11+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $33,802 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $16,175 |
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 | $438,960 | $148,978+194.6% | $200,582+118.8% | $84,808+417.6% |
| Participation rate | 89.6% | 84.2%+5.3pp | 86.9%+2.7pp | 68.3%+21.2pp |
| Annual return | 28.21% | 28.16%+0.1pp | 42.33%-14.1pp | 40.90%-12.7pp |
| Employer contribution / active EE | $10,281 | $4,815+113.5% | $6,419+60.2% | $2,631+290.8% |
| Participant deferral / active EE | $20,283 | $7,142+184.0% | $9,331+117.4% | $4,212+381.6% |
| Admin fee / account holder | $296 | $13,977-97.9% | $16,305-98.2% | $7,344-96.0% |