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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $29,573 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,758 | $121,341+39.1% | $189,513-11.0% | $79,386+112.6% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.8%+11.2pp | 70.7%+28.3pp |
| Annual return | 14.61% | 21.08%-6.5pp | 555.15%-540.5pp | 116.85%-102.2pp |
| Employer contribution / active EE | $5,783 | $3,915+47.7% | $6,162-6.1% | $2,427+138.2% |
| Participant deferral / active EE | $6,975 | $6,395+9.1% | $8,221-15.2% | $4,046+72.4% |
| Admin fee / account holder | $101 | $651-84.5% | $12,045-99.2% | $626-83.9% |