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.3 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $125,002 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $36,825 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Service code 23 · EIN 33-0818667 | Insurance services | $20,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,524 | $126,111-17.1% | $142,449-26.6% | $80,160+30.4% |
| Participation rate | 96.2% | 87.5%+8.7pp | 76.8%+19.5pp | 72.9%+23.3pp |
| Annual return | 18.41% | 23.39%-5.0pp | 19.99%-1.6pp | 40.38%-22.0pp |
| Employer contribution / active EE | $6,548 | $6,430+1.8% | $4,847+35.1% | $2,978+119.9% |
| Participant deferral / active EE | $9,279 | $7,822+18.6% | $6,283+47.7% | $5,017+84.9% |
| Admin fee / account holder | $110 | $92+19.5% | $10,011-98.9% | $145-23.9% |