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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,640 |
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 | $81,566 | $102,255-20.2% | $118,746-31.3% | $77,958+4.6% |
| Participation rate | 88.2% | 84.8%+3.3pp | 78.3%+9.9pp | 71.6%+16.5pp |
| Annual return | 15.83% | 65.05%-49.2pp | 24.54%-8.7pp | 20.87%-5.0pp |
| Employer contribution / active EE | $1,553 | $4,931-68.5% | $4,193-63.0% | $2,310-32.8% |
| Participant deferral / active EE | $4,383 | $5,974-26.6% | $5,332-17.8% | $3,537+23.9% |
| Admin fee / account holder | $31 | $79-61.3% | $10,720-99.7% | $97-68.6% |