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 |
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 | $110,483+149.8% | $145,433+89.8% | $79,634+246.6% |
| Participation rate | 98.7% | 71.1%+27.6pp | 82.1%+16.6pp | 62.5%+36.2pp |
| Annual return | 14.97% | 24.62%-9.6pp | 66.58%-51.6pp | 36.46%-21.5pp |
| Employer contribution / active EE | $9,399 | $4,053+131.9% | $4,554+106.4% | $2,529+271.6% |
| Participant deferral / active EE | $11,854 | $7,216+64.3% | $7,897+50.1% | $3,835+209.1% |
| Admin fee / account holder | $203 | $680-70.2% | $13,129-98.5% | $1,002-79.8% |