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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,035 |
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 | $188,664 | $160,088+17.9% | $112,977+67.0% | $73,409+157.0% |
| Participation rate | 92.7% | 90.7%+2.0pp | 82.6%+10.1pp | 72.2%+20.5pp |
| Annual return | 17.21% | 17.93%-0.7pp | 24.24%-7.0pp | 59.29%-42.1pp |
| Employer contribution / active EE | $0 | $5,200-100.0% | $4,255-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,244 | $8,024+27.7% | $5,836+75.5% | $3,805+169.2% |
| Admin fee / account holder | $71 | $133-46.2% | $6,294-98.9% | $158-54.7% |