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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $325 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $293,718 | $89,355+228.7% | $141,162+108.1% | $72,985+302.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.98% | 111.85%-86.9pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $10,768 | $3,114+245.8% | $4,735+127.4% | $2,440+341.3% |
| Participant deferral / active EE | $10,367 | $5,418+91.3% | $6,709+54.5% | $3,607+187.4% |
| Admin fee / account holder | $2 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |