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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $539,456 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,359 | $65,673-21.8% | $109,143-52.9% | $106,520-51.8% |
| Participation rate | 37.1% | 82.6%-45.5pp | 75.9%-38.7pp | 71.3%-34.2pp |
| Annual return | 12.96% | 15.69%-2.7pp | 25.75%-12.8pp | 19.28%-6.3pp |
| Employer contribution / active EE | $1,054 | $4,042-73.9% | $3,722-71.7% | $2,840-62.9% |
| Participant deferral / active EE | $1,932 | $3,449-44.0% | $4,653-58.5% | $4,948-60.9% |
| Admin fee / account holder | $56 | $107-47.9% | $6,752-99.2% | $75-25.2% |