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.5 years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $132,247 |
THE VANGUARD GROUP, INC.5 years Filed as: VANGUARD ADVISORS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $50,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,109 | $102,872+28.4% | $180,183-26.7% | $102,872+28.4% |
| Participation rate | 96.3% | 73.0%+23.3pp | 77.4%+18.9pp | 73.0%+23.3pp |
| Annual return | 18.90% | 19.06%-0.2pp | 27.86%-9.0pp | 19.06%-0.2pp |
| Employer contribution / active EE | $6,625 | $3,526+87.9% | $5,039+31.5% | $3,526+87.9% |
| Participant deferral / active EE | $9,060 | $5,535+63.7% | $6,822+32.8% | $5,535+63.7% |
| Admin fee / account holder | $107 | $292-63.4% | $19,975-99.5% | $292-63.4% |