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.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $402,324 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Recordkeeping | $201,684 |
THE VANGUARD GROUP, INC.8+ years Filed as: VANGUARD Service code 33 | Other investment fees and expenses; S... | $0 |
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 | $272,291 | $153,281+77.6% | $93,789+190.3% | $77,904+249.5% |
| Participation rate | 96.9% | 92.2%+4.7pp | 81.0%+16.0pp | 73.7%+23.3pp |
| Annual return | -15.54% | -5.55%-10.0pp | -11.33%-4.2pp | 12.21%-27.7pp |
| Employer contribution / active EE | $9,686 | $5,690+70.2% | $4,323+124.1% | $2,848+240.1% |
| Participant deferral / active EE | $12,794 | $9,364+36.6% | $6,094+109.9% | $4,806+166.2% |
| Admin fee / account holder | $186 | $114+62.7% | $7,195-97.4% | $133+40.1% |