Filed April 12, 2018
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $567,630 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $206,770 |
Service code 99 · EIN 94-1737782 | Other Fees | $12,482 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,787 | $167,668+41.8% | $100,391+136.9% | $106,382+123.5% |
| Participation rate | 99.0% | 87.6%+11.4pp | 81.5%+17.5pp | 69.9%+29.1pp |
| Annual return | 16.76% | 18.33%-1.6pp | 49.20%-32.4pp | 17.37%-0.6pp |
| Employer contribution / active EE | $6,065 | $4,908+23.6% | $3,942+53.9% | $3,364+80.3% |
| Participant deferral / active EE | $21,410 | $11,427+87.4% | $8,082+164.9% | $5,569+284.5% |
| Admin fee / account holder | $34 | $94-63.8% | $7,899-99.6% | $79-57.1% |