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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $422,622 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $181,416 |
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 | $294,159 | $167,950+75.1% | $112,887+160.6% | $80,160+267.0% |
| Participation rate | 96.9% | 94.5%+2.4pp | 80.5%+16.4pp | 72.9%+24.0pp |
| Annual return | 15.98% | 18.78%-2.8pp | 34.10%-18.1pp | 40.38%-24.4pp |
| Employer contribution / active EE | $10,279 | $6,272+63.9% | $4,563+125.3% | $2,978+245.2% |
| Participant deferral / active EE | $12,899 | $9,857+30.9% | $6,513+98.0% | $5,017+157.1% |
| Admin fee / account holder | $179 | $104+72.5% | $7,047-97.5% | $145+23.4% |