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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $312,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,611 | $104,697-28.7% | $96,544-22.7% | $80,160-6.9% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.0%+22.5pp | 72.9%+25.5pp |
| Annual return | 44.71% | 21.78%+22.9pp | 25.84%+18.9pp | 40.38%+4.3pp |
| Employer contribution / active EE | $0 | $3,536-100.0% | $2,965-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $5,408 | $6,188-12.6% | $4,851+11.5% | $5,017+7.8% |
| Admin fee / account holder | $57 | $107-46.9% | $8,252-99.3% | $145-60.9% |