Filed July 1, 2013 (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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $150 |
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 | $239,491 | $77,813+207.8% | $123,544+93.9% | $64,186+273.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 0.50% | 12.48%-12.0pp | 119.20%-118.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $10,333 | $3,014+242.9% | $4,628+123.3% | $2,381+334.0% |
| Participant deferral / active EE | $9,434 | $5,240+80.0% | $6,426+46.8% | $3,470+171.9% |
| Admin fee / account holder | $1 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |