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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $400 |
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 | $337,110 | $87,870+283.6% | $113,168+197.9% | $74,304+353.7% |
| Participation rate | 99.0% | 70.7%+28.3pp | 76.6%+22.4pp | 60.3%+38.7pp |
| Annual return | 16.22% | 26.44%-10.2pp | 24.27%-8.1pp | 29.43%-13.2pp |
| Employer contribution / active EE | $11,125 | $2,277+388.6% | $2,975+273.9% | $2,241+396.4% |
| Participant deferral / active EE | $9,908 | $4,241+133.6% | $5,107+94.0% | $3,767+163.0% |
| Admin fee / account holder | $3 | $3,368-99.9% | $12,068-100.0% | $2,969-99.9% |