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 Service code 15 · EIN 23-1945930 | Recordkeeping | $1,455 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,263 | $57,281+298.5% | $86,612+163.5% | $75,163+203.7% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 17.47% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $11,440 | $2,314+394.3% | $3,022+278.5% | $2,670+328.5% |
| Participant deferral / active EE | $10,324 | $3,318+211.2% | $4,438+132.6% | $4,125+150.3% |
| Admin fee / account holder | $8 | $4,112-99.8% | $5,614-99.9% | $5,651-99.9% |