Filed June 5, 2018 (most recent of 5 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,500 |
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 | $94,879 | $80,005+18.6% | $140,016-32.2% | $55,725+70.3% |
| Participation rate | 99.7% | 87.0%+12.7pp | 87.5%+12.2pp | 70.9%+28.8pp |
| Annual return | -5.73% | 0.46%-6.2pp | 651.12%-656.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $5,290 | $3,403+55.5% | $5,606-5.6% | $2,078+154.6% |
| Participant deferral / active EE | $5,314 | $5,264+0.9% | $6,927-23.3% | $3,356+58.4% |
| Admin fee / account holder | $2 | $116-98.6% | $10,705-100.0% | $115-98.6% |