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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,429 | $130,194+20.9% | $169,993-7.4% | $71,457+120.3% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.0%+11.8pp | 67.9%+30.9pp |
| Annual return | 16.40% | 20.37%-4.0pp | 53.37%-37.0pp | 28.85%-12.4pp |
| Employer contribution / active EE | $6,769 | $4,381+54.5% | $6,785-0.2% | $2,588+161.6% |
| Participant deferral / active EE | $8,129 | $6,923+17.4% | $10,408-21.9% | $4,289+89.5% |
| Admin fee / account holder | $112 | $966-88.4% | $12,815-99.1% | $1,587-92.9% |