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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,502 | $60,261+58.5% | $81,783+16.8% | $74,546+28.1% |
| Participation rate | 99.2% | 62.9%+36.4pp | 72.4%+26.9pp | 67.2%+32.0pp |
| Annual return | 14.48% | 16.88%-2.4pp | 775.05%-760.6pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $6,799 | $2,622+159.3% | $2,913+133.4% | $2,624+159.1% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,320-100.0% | $4,347-100.0% |
| Admin fee / account holder | $6 | $1,482-99.6% | $7,380-99.9% | $1,944-99.7% |