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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,494 |
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 | $152,448 | $136,307+11.8% | $177,821-14.3% | $73,488+107.4% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.7%+11.3pp | 70.7%+28.4pp |
| Annual return | 13.26% | 18.68%-5.4pp | 48.32%-35.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $5,286 | $3,712+42.4% | $5,918-10.7% | $2,270+132.9% |
| Participant deferral / active EE | $6,228 | $5,829+6.8% | $7,714-19.3% | $3,740+66.5% |
| Admin fee / account holder | $68 | $596-88.6% | $12,427-99.5% | $513-86.8% |