Filed June 7, 2014 (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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $295 |
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 | $221,530 | $53,127+317.0% | $86,590+155.8% | $70,131+215.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.37% | 27.66%-9.3pp | 964.84%-946.5pp | 73.14%-54.8pp |
| Employer contribution / active EE | $13,674 | $2,068+561.2% | $2,839+381.6% | $2,342+483.7% |
| Participant deferral / active EE | $10,608 | $2,696+293.5% | $3,609+194.0% | $3,332+218.4% |
| Admin fee / account holder | $1 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |