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.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $5,340 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,314 | $45,283+53.1% | $155,790-55.5% | $52,331+32.5% |
| Participation rate | 98.5% | 62.2%+36.3pp | 76.1%+22.4pp | 68.1%+30.4pp |
| Annual return | -0.01% | 1.80%-1.8pp | 71.54%-71.6pp | 4.54%-4.6pp |
| Employer contribution / active EE | $5,850 | $1,329+340.2% | $3,836+52.5% | $1,882+210.9% |
| Participant deferral / active EE | $3,091 | $2,854+8.3% | $4,797-35.6% | $3,022+2.3% |
| Admin fee / account holder | $29 | $981-97.1% | $7,478-99.6% | $592-95.1% |