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.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,143 |
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 | $454,842 | $100,923+350.7% | $150,045+203.1% | $74,304+512.1% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 19.37% | 51.77%-32.4pp | 62.55%-43.2pp | 29.43%-10.1pp |
| Employer contribution / active EE | $14,187 | $3,463+309.6% | $4,693+202.3% | $2,241+533.0% |
| Participant deferral / active EE | $13,205 | $6,709+96.8% | $7,997+65.1% | $3,767+250.5% |
| Admin fee / account holder | $10 | $2,767-99.6% | $13,435-99.9% | $2,969-99.7% |