Filed April 5, 2017
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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $75,509 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $58,986 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $276,004 | $119,446+131.1% | $150,045+83.9% | $85,563+222.6% |
| Participation rate | 98.7% | 75.4%+23.2pp | 82.3%+16.3pp | 66.0%+32.7pp |
| Annual return | 14.97% | 23.72%-8.8pp | 62.55%-47.6pp | 31.51%-16.5pp |
| Employer contribution / active EE | $9,399 | $4,078+130.5% | $4,693+100.3% | $2,654+254.2% |
| Participant deferral / active EE | $11,854 | $7,985+48.5% | $7,997+48.2% | $4,375+170.9% |
| Admin fee / account holder | $203 | $548-63.0% | $13,435-98.5% | $834-75.7% |