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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $600 |
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 | $281,765 | $79,171+255.9% | $102,423+175.1% | $74,495+278.2% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.5pp | 67.2%+31.8pp |
| Annual return | 14.34% | 54.93%-40.6pp | 29.32%-15.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $20,615 | $2,362+772.7% | $3,023+581.9% | $2,623+685.9% |
| Participant deferral / active EE | $9,746 | $4,415+120.7% | $5,053+92.9% | $4,346+124.3% |
| Admin fee / account holder | $1 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |