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.4 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $87,182 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $40,919 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,333 | $139,767-16.8% | $153,485-24.2% | $199,593-41.7% |
| Participation rate | 95.1% | 85.1%+9.9pp | 77.1%+18.0pp | 72.0%+23.1pp |
| Annual return | 13.28% | 20.59%-7.3pp | 15.65%-2.4pp | 34.25%-21.0pp |
| Employer contribution / active EE | $6,504 | $6,517-0.2% | $5,039+29.1% | $3,034+114.4% |
| Participant deferral / active EE | $9,082 | $8,055+12.8% | $6,757+34.4% | $5,087+78.5% |
| Admin fee / account holder | $80 | $98-18.2% | $12,724-99.4% | $269-70.2% |