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.7+ years Filed as: VANGUARD Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $702,564 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $354,095 | $211,459+67.5% | $119,258+196.9% | $93,030+280.6% |
| Participation rate | 96.6% | 94.1%+2.6pp | 82.7%+13.9pp | 73.9%+22.7pp |
| Annual return | 12.64% | 39.10%-26.5pp | 30.69%-18.1pp | 158.70%-146.1pp |
| Employer contribution / active EE | $9,474 | $5,958+59.0% | $4,384+116.1% | $2,706+250.2% |
| Participant deferral / active EE | $13,256 | $9,654+37.3% | $6,111+116.9% | $4,562+190.5% |
| Admin fee / account holder | $287 | $124+132.3% | $7,226-96.0% | $152+89.4% |