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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,262 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $176,836 | $174,559+1.3% | $105,387+67.8% | $67,579+161.7% |
| Participation rate | 97.8% | 88.2%+9.6pp | 82.6%+15.3pp | 71.3%+26.5pp |
| Annual return | 21.33% | 23.63%-2.3pp | 26.82%-5.5pp | 378.56%-357.2pp |
| Employer contribution / active EE | -$131 | $4,874-102.7% | $4,213-103.1% | $2,148-106.1% |
| Participant deferral / active EE | $11,807 | $7,563+56.1% | $5,502+114.6% | $3,539+233.6% |
| Admin fee / account holder | $67 | $270-75.1% | $6,559-99.0% | $142-52.8% |