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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $497,986 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,020 | $52,155-11.8% | $101,248-54.5% | $106,222-56.7% |
| Participation rate | 41.5% | 81.2%-39.6pp | 75.8%-34.3pp | 70.8%-29.3pp |
| Annual return | 13.38% | 13.07%+0.3pp | 46.47%-33.1pp | 21.69%-8.3pp |
| Employer contribution / active EE | $1,110 | $3,414-67.5% | $3,660-69.7% | $2,723-59.2% |
| Participant deferral / active EE | $1,994 | $2,716-26.6% | $4,370-54.4% | $4,600-56.7% |
| Admin fee / account holder | $54 | $102-47.2% | $5,945-99.1% | $78-31.5% |