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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $825 |
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 | $383,563 | $93,571+309.9% | $135,903+182.2% | $75,163+410.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.77% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $13,153 | $3,537+271.9% | $4,856+170.9% | $2,670+392.7% |
| Participant deferral / active EE | $13,053 | $6,404+103.8% | $7,758+68.3% | $4,125+216.4% |
| Admin fee / account holder | $4 | $6,975-99.9% | $10,762-100.0% | $5,651-99.9% |