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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,800 |
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 | $37,248 | $74,347-49.9% | $93,606-60.2% | $67,579-44.9% |
| Participation rate | 98.6% | 80.6%+18.0pp | 75.8%+22.8pp | 71.3%+27.3pp |
| Annual return | 22.33% | 28.07%-5.7pp | 32.76%-10.4pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,891 | $2,583-26.8% | $2,718-30.4% | $2,148-12.0% |
| Participant deferral / active EE | $4,040 | $4,060-0.5% | $4,069-0.7% | $3,539+14.1% |
| Admin fee / account holder | $2 | $123-98.2% | $7,888-100.0% | $142-98.4% |