Filed February 19, 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.1 year Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $121,586 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $74,025 |
SAGEVIEW ADVISORY GROUP, LLC6+ years Service code 23 · EIN 33-0818667 | Insurance services | $9,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,884 | $142,386-24.2% | $152,466-29.2% | $93,030+16.0% |
| Participation rate | 97.7% | 85.6%+12.1pp | 78.2%+19.5pp | 73.9%+23.7pp |
| Annual return | 14.15% | 18.07%-3.9pp | 757.33%-743.2pp | 158.70%-144.6pp |
| Employer contribution / active EE | $5,930 | $5,485+8.1% | $4,327+37.1% | $2,706+119.2% |
| Participant deferral / active EE | $8,526 | $6,872+24.1% | $5,820+46.5% | $4,562+86.9% |
| Admin fee / account holder | $94 | $108-12.6% | $15,805-99.4% | $152-37.8% |