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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $43,811 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,172 | $331,159-55.0% | $112,887+32.1% | $74,419+100.4% |
| Participation rate | 97.9% | 81.4%+16.5pp | 80.5%+17.4pp | 70.7%+27.1pp |
| Annual return | 19.09% | 21.62%-2.5pp | 34.10%-15.0pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $5,469-100.0% | $4,563-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $12,833 | $8,097+58.5% | $6,513+97.0% | $4,528+183.4% |
| Admin fee / account holder | $85 | $281-69.6% | $7,047-98.8% | $348-75.4% |