Filed June 7, 2014
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.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,255 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,332 | $56,317+539.8% | $71,209+406.0% | $74,304+384.9% |
| Participation rate | 97.8% | 55.1%+42.7pp | 73.8%+24.1pp | 60.3%+37.5pp |
| Annual return | 13.24% | 42.83%-29.6pp | 282.51%-269.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $7,691 | $2,160+256.1% | $2,721+182.7% | $2,241+243.2% |
| Participant deferral / active EE | $16,497 | $2,788+491.8% | $4,175+295.1% | $3,767+337.9% |
| Admin fee / account holder | $44 | $2,290-98.1% | $5,349-99.2% | $2,969-98.5% |