Filed November 29, 2016 (most recent of 2 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 | $12,415 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,546 | $54,705+91.1% | $71,209+46.8% | $84,808+23.3% |
| Participation rate | 85.1% | 64.1%+21.0pp | 73.8%+11.3pp | 68.3%+16.7pp |
| Annual return | 5.80% | 35.90%-30.1pp | 282.51%-276.7pp | 40.90%-35.1pp |
| Employer contribution / active EE | $6,734 | $2,158+212.1% | $2,721+147.5% | $2,631+156.0% |
| Participant deferral / active EE | $1,982 | $3,030-34.6% | $4,175-52.5% | $4,212-53.0% |
| Admin fee / account holder | $114 | $4,863-97.7% | $5,349-97.9% | $7,344-98.4% |