Filed August 9, 2013
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.3 years Filed as: THE VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $39,930 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,025 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,409 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,762 |
ELLWOOD ASSOCIATES4 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $7,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,145 | $82,202+97.3% | $125,339+29.4% | $64,808+150.2% |
| Participation rate | 99.3% | 77.9%+21.4pp | 82.4%+16.9pp | 71.5%+27.8pp |
| Annual return | -16.85% | 3.48%-20.3pp | 572.05%-588.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $9,103 | $3,615+151.8% | $4,814+89.1% | $2,506+263.3% |
| Participant deferral / active EE | $7,370 | $7,175+2.7% | $7,446-1.0% | $4,310+71.0% |
| Admin fee / account holder | $116 | $163-29.2% | $10,010-98.8% | $188-38.4% |