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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,590 |
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 | $73,957 | $50,898+45.3% | $171,082-56.8% | $55,167+34.1% |
| Participation rate | 98.4% | 63.3%+35.2pp | 76.7%+21.7pp | 69.0%+29.4pp |
| Annual return | 7.94% | 15.34%-7.4pp | 32.56%-24.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $6,312 | $1,433+340.4% | $4,002+57.7% | $1,963+221.6% |
| Participant deferral / active EE | $3,477 | $2,994+16.1% | $4,797-27.5% | $3,054+13.8% |
| Admin fee / account holder | $40 | $500-91.9% | $8,520-99.5% | $504-92.0% |