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.5+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $565 |
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 | $191,838 | $54,762+250.3% | $90,281+112.5% | $72,985+162.8% |
| Participation rate | 98.9% | 65.1%+33.7pp | 73.3%+25.6pp | 69.5%+29.4pp |
| Annual return | 23.18% | 30.63%-7.4pp | 78.10%-54.9pp | 81.00%-57.8pp |
| Employer contribution / active EE | $11,683 | $2,092+458.4% | $2,854+309.3% | $2,440+378.9% |
| Participant deferral / active EE | $8,621 | $2,887+198.6% | $3,885+121.9% | $3,607+139.0% |
| Admin fee / account holder | $2 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |