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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $28,576 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,681 | $122,239+44.5% | $184,203-4.1% | $74,495+137.2% |
| Participation rate | 99.3% | 85.5%+13.8pp | 86.8%+12.5pp | 67.2%+32.1pp |
| Annual return | 11.89% | 19.95%-8.1pp | 28.81%-16.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $7,332 | $4,537+61.6% | $6,427+14.1% | $2,623+179.5% |
| Participant deferral / active EE | $8,805 | $7,139+23.3% | $9,131-3.6% | $4,346+102.6% |
| Admin fee / account holder | $116 | $1,260-90.8% | $13,901-99.2% | $1,942-94.0% |