Filed December 20, 2018 (most recent of 2 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 9-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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $140,329 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $54,550 |
Service code 99 | Other Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,849 | $112,623+52.6% | $106,213+61.8% | $199,593-13.9% |
| Participation rate | 99.2% | 86.2%+13.0pp | 75.3%+23.9pp | 72.0%+27.2pp |
| Annual return | 14.32% | 15.57%-1.3pp | 116.14%-101.8pp | 34.25%-19.9pp |
| Employer contribution / active EE | $6,277 | $4,575+37.2% | $3,171+97.9% | $3,034+106.9% |
| Participant deferral / active EE | $9,438 | $6,659+41.7% | $5,016+88.2% | $5,087+85.5% |
| Admin fee / account holder | $90 | $107-16.2% | $11,033-99.2% | $269-66.7% |