Filed February 17, 2014
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,181 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,071 | $66,750+24.5% | $105,722-21.4% | $57,658+44.1% |
| Participation rate | 87.3% | 79.2%+8.2pp | 78.9%+8.4pp | 70.2%+17.1pp |
| Annual return | 6.30% | 10.99%-4.7pp | 12.25%-5.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $722 | $3,766-80.8% | $4,079-82.3% | $1,974-63.4% |
| Participant deferral / active EE | $4,487 | $4,933-9.0% | $5,326-15.7% | $3,061+46.6% |
| Admin fee / account holder | $30 | $88-66.2% | $8,308-99.6% | $95-68.6% |