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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $35,823 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,146 | $130,655+3.4% | $93,789+44.1% | $64,808+108.5% |
| Participation rate | 96.7% | 84.9%+11.8pp | 81.0%+15.7pp | 71.5%+25.2pp |
| Annual return | -16.41% | -14.04%-2.4pp | -11.33%-5.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $0 | $5,594-100.0% | $4,323-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $13,074 | $8,067+62.1% | $6,094+114.5% | $4,310+203.3% |
| Admin fee / account holder | $76 | $140-46.1% | $7,195-98.9% | $188-59.8% |