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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $359,684 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $126,933 | $67,505+88.0% | $73,307+73.2% | $67,505+88.0% |
| Participation rate | 98.6% | 71.2%+27.4pp | 74.9%+23.7pp | 71.2%+27.4pp |
| Annual return | -1.07% | 6.52%-7.6pp | 5.67%-6.7pp | 6.52%-7.6pp |
| Employer contribution / active EE | $4,094 | $2,173+88.4% | $3,237+26.5% | $2,173+88.4% |
| Participant deferral / active EE | $12,808 | $3,597+256.1% | $4,991+156.6% | $3,597+256.1% |
| Admin fee / account holder | $38 | $56-32.9% | $5,637-99.3% | $56-32.9% |