Filed January 11, 2014
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.2+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,690 |
THE VANGUARD GROUP, INC.2+ years Service code 60 | Sub-TA Fees | $0 |
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 | $184,481 | $80,177+130.1% | $123,892+48.9% | $57,658+220.0% |
| Participation rate | 98.9% | 74.4%+24.5pp | 81.4%+17.5pp | 70.2%+28.7pp |
| Annual return | 9.98% | 17.90%-7.9pp | 47.52%-37.5pp | 5.13%+4.8pp |
| Employer contribution / active EE | $4,658 | $2,913+59.9% | $4,617+0.9% | $1,974+136.0% |
| Participant deferral / active EE | $8,229 | $5,130+60.4% | $5,984+37.5% | $3,061+168.9% |
| Admin fee / account holder | $3 | $106-97.2% | $8,357-100.0% | $95-96.8% |