Filed October 7, 2016 (most recent of 4 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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,132 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,394 | $120,075+24.4% | $90,782+64.6% | $55,725+168.1% |
| Participation rate | 85.0% | 88.0%-3.0pp | 82.7%+2.3pp | 70.9%+14.1pp |
| Annual return | -4.13% | -3.47%-0.7pp | -3.42%-0.7pp | 244.93%-249.1pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,105-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $9,332 | $6,826+36.7% | $5,366+73.9% | $3,356+178.1% |
| Admin fee / account holder | $58 | $111-47.6% | $5,908-99.0% | $115-49.3% |