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 | $51,638+102.5% | $68,368+52.9% | $82,448+26.8% |
| Participation rate | 85.1% | 63.6%+21.4pp | 73.8%+11.3pp | 68.1%+17.0pp |
| Annual return | 5.80% | 37.53%-31.7pp | 292.57%-286.8pp | 41.64%-35.8pp |
| Employer contribution / active EE | $6,734 | $2,047+229.1% | $2,649+154.2% | $2,551+164.0% |
| Participant deferral / active EE | $1,982 | $2,914-32.0% | $4,123-51.9% | $4,139-52.1% |
| Admin fee / account holder | $114 | $4,643-97.5% | $5,150-97.8% | $7,234-98.4% |