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.6+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $718,434 |
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 | $318,266 | $187,277+69.9% | $112,977+181.7% | $90,288+252.5% |
| Participation rate | 96.7% | 91.6%+5.1pp | 82.6%+14.1pp | 73.4%+23.4pp |
| Annual return | 15.47% | 26.33%-10.9pp | 24.24%-8.8pp | 53.97%-38.5pp |
| Employer contribution / active EE | $8,860 | $5,263+68.4% | $4,255+108.2% | $2,524+251.0% |
| Participant deferral / active EE | $12,321 | $8,833+39.5% | $5,836+111.1% | $4,232+191.1% |
| Admin fee / account holder | $227 | $102+123.1% | $6,294-96.4% | $114+98.7% |