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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,538 |
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 | $231,992 | $100,801+130.1% | $149,696+55.0% | $73,409+216.0% |
| Participation rate | 99.0% | 77.7%+21.3pp | 82.5%+16.6pp | 72.2%+26.9pp |
| Annual return | 15.86% | 265.34%-249.5pp | 276.60%-260.7pp | 59.29%-43.4pp |
| Employer contribution / active EE | $3,189 | $3,312-3.7% | $4,644-31.3% | $2,234+42.8% |
| Participant deferral / active EE | $10,495 | $6,404+63.9% | $6,842+53.4% | $3,805+175.8% |
| Admin fee / account holder | $12 | $181-93.1% | $9,309-99.9% | $158-92.1% |