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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $200 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,079 | $86,286+250.1% | $111,297+171.4% | $85,850+251.9% |
| Participation rate | 98.9% | 73.3%+25.6pp | 77.3%+21.6pp | 69.3%+29.6pp |
| Annual return | 15.91% | 19.99%-4.1pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $10,743 | $2,043+425.8% | $2,731+293.4% | $2,565+318.8% |
| Participant deferral / active EE | $9,606 | $3,641+163.9% | $4,487+114.1% | $3,952+143.1% |
| Admin fee / account holder | $1 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |