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.6+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $825 |
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 | $214,822 | $60,124+257.3% | $90,404+137.6% | $79,858+169.0% |
| Participation rate | 98.9% | 65.0%+33.9pp | 72.7%+26.2pp | 69.6%+29.2pp |
| Annual return | 14.69% | 71.94%-57.3pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $11,205 | $2,068+441.9% | $3,262+243.5% | $2,471+353.5% |
| Participant deferral / active EE | $9,198 | $2,938+213.1% | $3,963+132.1% | $3,740+145.9% |
| Admin fee / account holder | $5 | $3,976-99.9% | $5,611-99.9% | $5,306-99.9% |