Filed May 9, 2014 (most recent of 2 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 | $11,336 |
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 | $154,995 | $98,982+56.6% | $162,163-4.4% | $65,185+137.8% |
| Participation rate | 98.4% | 85.8%+12.7pp | 87.6%+10.9pp | 70.2%+28.2pp |
| Annual return | 21.68% | 24.84%-3.2pp | 115.59%-93.9pp | 29.38%-7.7pp |
| Employer contribution / active EE | $5,449 | $3,467+57.2% | $5,614-2.9% | $2,177+150.4% |
| Participant deferral / active EE | $6,472 | $5,384+20.2% | $7,298-11.3% | $3,514+84.2% |
| Admin fee / account holder | $41 | $596-93.1% | $10,843-99.6% | $847-95.1% |