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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $64,237 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,990 | $197,941-13.6% | $100,534+70.1% | $85,563+99.8% |
| Participation rate | 96.2% | 83.8%+12.4pp | 80.6%+15.6pp | 66.0%+30.2pp |
| Annual return | 15.02% | 21.00%-6.0pp | 32.66%-17.6pp | 31.51%-16.5pp |
| Employer contribution / active EE | $0 | $7,157-100.0% | $4,346-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $13,549 | $9,061+49.5% | $6,144+120.5% | $4,375+209.7% |
| Admin fee / account holder | $122 | $1,158-89.5% | $7,654-98.4% | $834-85.4% |