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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,275 |
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 | $141,552 | $111,608+26.8% | $177,821-20.4% | $73,409+92.8% |
| Participation rate | 99.6% | 87.9%+11.8pp | 87.7%+11.9pp | 72.2%+27.5pp |
| Annual return | 16.34% | 18.23%-1.9pp | 48.32%-32.0pp | 59.29%-43.0pp |
| Employer contribution / active EE | $6,077 | $3,796+60.1% | $5,918+2.7% | $2,234+172.1% |
| Participant deferral / active EE | $6,286 | $6,199+1.4% | $7,714-18.5% | $3,805+65.2% |
| Admin fee / account holder | $5 | $166-96.9% | $12,427-100.0% | $158-96.7% |