Filed June 3, 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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,014 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $904 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,971 | $73,397+97.5% | $178,014-18.6% | $74,546+94.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 12.99% | 17.49%-4.5pp | 294.80%-281.8pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $8,332 | $2,217+275.7% | $3,950+110.9% | $2,624+217.5% |
| Participant deferral / active EE | $5,364 | $4,512+18.9% | $6,276-14.5% | $4,347+23.4% |
| Admin fee / account holder | $59 | $1,809-96.7% | $10,362-99.4% | $1,944-97.0% |