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.3+ years Filed as: THE VANGUARD GROUP,INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,880 |
THE VANGUARD GROUP, INC.3+ 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 | $204,007 | $155,795+30.9% | $136,294+49.7% | $69,631+193.0% |
| Participation rate | 96.7% | 75.2%+21.4pp | 81.9%+14.7pp | 70.7%+26.0pp |
| Annual return | 18.28% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $4,748 | $2,991+58.7% | $4,695+1.1% | $2,032+133.6% |
| Participant deferral / active EE | $8,414 | $5,394+56.0% | $6,247+34.7% | $3,224+161.0% |
| Admin fee / account holder | $3 | $128-97.9% | $9,243-100.0% | $110-97.5% |