Filed September 23, 2015 (most recent of 2 filings on file)
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $245,180 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,884 | $144,996-45.6% | $111,297-29.1% | $93,030-15.2% |
| Participation rate | 98.8% | 86.2%+12.7pp | 77.3%+21.5pp | 73.9%+24.9pp |
| Annual return | 45.08% | 18.26%+26.8pp | 54.65%-9.6pp | 158.70%-113.6pp |
| Employer contribution / active EE | $6 | $3,056-99.8% | $2,731-99.8% | $2,706-99.8% |
| Participant deferral / active EE | $5,589 | $5,5870% | $4,487+24.6% | $4,562+22.5% |
| Admin fee / account holder | $56 | $103-46.3% | $7,964-99.3% | $152-63.3% |