Filed October 7, 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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,865 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $10,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,094 | $63,745+20.9% | $98,442-21.7% | $79,386-2.9% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 13.63% | 625.80%-612.2pp | 1492.73%-1479.1pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,925 | $2,557+14.4% | $2,960-1.2% | $2,427+20.5% |
| Participant deferral / active EE | $2,484 | $3,303-24.8% | $4,276-41.9% | $4,046-38.6% |
| Admin fee / account holder | $213 | $516-58.7% | $5,949-96.4% | $626-66.0% |