Filed October 8, 2015
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 | $2,875 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,235 | $74,024-40.2% | $77,999-43.3% | $57,658-23.3% |
| Participation rate | 97.3% | 79.7%+17.6pp | 75.5%+21.8pp | 70.2%+27.1pp |
| Annual return | 7.73% | 12.14%-4.4pp | 425.96%-418.2pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,787 | $2,365-24.4% | $2,470-27.6% | $1,974-9.4% |
| Participant deferral / active EE | $3,864 | $3,533+9.4% | $3,497+10.5% | $3,061+26.2% |
| Admin fee / account holder | $4 | $93-95.8% | $5,480-99.9% | $95-95.9% |