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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $253,329 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,953 | $130,141-52.4% | $86,677-28.5% | $77,904-20.5% |
| Participation rate | 97.9% | 85.9%+11.9pp | 76.6%+21.3pp | 73.7%+24.2pp |
| Annual return | 17.25% | -12.75%+30.0pp | 35.91%-18.7pp | 12.21%+5.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,836-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $5,079 | $5,757-11.8% | $4,656+9.1% | $4,806+5.7% |
| Admin fee / account holder | $49 | $132-62.7% | $7,493-99.3% | $133-63.0% |