Filed April 28, 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 4-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $8,955 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,844 | $80,360-97.7% | $90,160-98.0% | $77,958-97.6% |
| Participation rate | 48.7% | 81.9%-33.2pp | 76.9%-28.2pp | 71.6%-23.0pp |
| Annual return | 0.00% | 24.56%-24.6pp | 34.88%-34.9pp | 20.87%-20.9pp |
| Employer contribution / active EE | $645 | $2,326-72.3% | $3,318-80.6% | $2,310-72.1% |
| Participant deferral / active EE | $387 | $5,829-93.4% | $5,288-92.7% | $3,537-89.0% |
| Admin fee / account holder | $8 | $64-86.9% | $5,943-99.9% | $97-91.4% |