Filed March 3, 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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $479,417 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $221,528 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,947 | $188,991+73.5% | $103,476+216.9% | $199,593+64.3% |
| Participation rate | 96.8% | 93.2%+3.6pp | 80.5%+16.3pp | 72.0%+24.8pp |
| Annual return | 14.24% | 15.75%-1.5pp | 23.90%-9.7pp | 34.25%-20.0pp |
| Employer contribution / active EE | $11,272 | $6,583+71.2% | $4,672+141.3% | $3,034+271.5% |
| Participant deferral / active EE | $13,681 | $10,334+32.4% | $6,623+106.6% | $5,087+169.0% |
| Admin fee / account holder | $210 | $114+83.5% | $9,413-97.8% | $269-21.9% |