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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,024 | $71,883+221.4% | $86,677+166.5% | $68,494+237.3% |
| Participation rate | 97.8% | 72.2%+25.6pp | 76.6%+21.2pp | 67.9%+29.9pp |
| Annual return | -17.76% | 3.52%-21.3pp | 35.91%-53.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $10,121 | $2,173+365.8% | $2,836+256.8% | $2,596+289.8% |
| Participant deferral / active EE | $10,143 | $3,779+168.4% | $4,656+117.9% | $4,027+151.9% |
| Admin fee / account holder | $1 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |