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 | $2,030 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,672 | $56,317+77.0% | $71,209+40.0% | $74,304+34.1% |
| Participation rate | 99.2% | 55.1%+44.1pp | 73.8%+25.5pp | 60.3%+38.9pp |
| Annual return | 12.48% | 42.83%-30.4pp | 282.51%-270.0pp | 29.43%-17.0pp |
| Employer contribution / active EE | $6,824 | $2,160+215.9% | $2,721+150.8% | $2,241+204.5% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $4,175-100.0% | $3,767-100.0% |
| Admin fee / account holder | $11 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |