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.5+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $693,057 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,042 | $168,477+63.3% | $105,387+161.0% | $77,787+253.6% |
| Participation rate | 96.9% | 91.6%+5.2pp | 82.6%+14.3pp | 73.2%+23.7pp |
| Annual return | 22.45% | 25.62%-3.2pp | 26.82%-4.4pp | 32.57%-10.1pp |
| Employer contribution / active EE | $8,691 | $4,957+75.3% | $4,213+106.3% | $2,504+247.0% |
| Participant deferral / active EE | $11,433 | $8,141+40.4% | $5,502+107.8% | $3,967+188.2% |
| Admin fee / account holder | $216 | $103+110.6% | $6,559-96.7% | $100+115.8% |