Filed April 29, 2015 (most recent of 2 filings on file)
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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $754,644 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,281 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,971 | $86,936-34.5% | $103,333-44.9% | $99,062-42.5% |
| Participation rate | 89.7% | 81.7%+8.0pp | 74.5%+15.2pp | 71.6%+18.1pp |
| Annual return | 12.73% | 14.99%-2.3pp | 24.88%-12.2pp | 17.66%-4.9pp |
| Employer contribution / active EE | $2,775 | $3,925-29.3% | $3,868-28.3% | $3,262-14.9% |
| Participant deferral / active EE | $5,152 | $3,825+34.7% | $5,057+1.9% | $5,331-3.4% |
| Admin fee / account holder | $78 | $140-44.4% | $8,355-99.1% | $109-28.4% |