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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,175 |
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 | $36,305 | $85,135-57.4% | $98,907-63.3% | $73,409-50.5% |
| Participation rate | 98.4% | 81.1%+17.3pp | 76.0%+22.4pp | 72.2%+26.3pp |
| Annual return | 15.19% | 19.14%-3.9pp | 196.43%-181.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $2,020 | $2,721-25.8% | $2,689-24.9% | $2,234-9.6% |
| Participant deferral / active EE | $4,314 | $4,349-0.8% | $4,244+1.6% | $3,805+13.4% |
| Admin fee / account holder | $2 | $139-98.5% | $6,642-100.0% | $158-98.7% |