Filed June 30, 2016 (most recent of 3 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 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.2+ years Filed as: VANGUARD GROUP INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $6,257 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,341 | $63,924+8.5% | $108,579-36.1% | $55,167+25.7% |
| Participation rate | 93.4% | 74.3%+19.0pp | 79.6%+13.8pp | 69.0%+24.4pp |
| Annual return | 11.34% | 15.31%-4.0pp | -51.70%+63.0pp | 169.23%-157.9pp |
| Employer contribution / active EE | $184 | $1,879-90.2% | $3,758-95.1% | $1,963-90.6% |
| Participant deferral / active EE | $3,694 | $3,067+20.5% | $4,311-14.3% | $3,054+21.0% |
| Admin fee / account holder | $36 | $618-94.1% | $7,645-99.5% | $504-92.8% |