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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,500 | $102,553+33.1% | $151,611-10.0% | $66,914+104.0% |
| Participation rate | 99.0% | 85.5%+13.5pp | 87.5%+11.5pp | 69.8%+29.2pp |
| Annual return | -11.86% | -10.82%-1.0pp | 3.33%-15.2pp | 1.58%-13.4pp |
| Employer contribution / active EE | $6,336 | $4,180+51.6% | $6,166+2.8% | $2,544+149.0% |
| Participant deferral / active EE | $7,428 | $6,641+11.8% | $8,363-11.2% | $4,237+75.3% |
| Admin fee / account holder | $105 | $630-83.3% | $11,616-99.1% | $593-82.3% |