Filed January 10, 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 | $704 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,343 | $73,638+260.3% | $95,952+176.5% | $73,488+261.1% |
| Participation rate | 98.0% | 76.2%+21.9pp | 77.1%+20.9pp | 70.7%+27.3pp |
| Annual return | 17.27% | 16.78%+0.5pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $8,399 | $1,863+350.8% | $2,541+230.5% | $2,270+270.0% |
| Participant deferral / active EE | $8,009 | $3,617+121.4% | $4,167+92.2% | $3,740+114.2% |
| Admin fee / account holder | $5 | $482-98.9% | $6,795-99.9% | $513-99.0% |