Filed October 2, 2012 (most recent of 9 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,723 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $289,924 | $136,307+112.7% | $177,821+63.0% | $73,488+294.5% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.7%+10.1pp | 70.7%+27.2pp |
| Annual return | 21.74% | 18.68%+3.1pp | 48.32%-26.6pp | 28.51%-6.8pp |
| Employer contribution / active EE | $7,017 | $3,712+89.0% | $5,918+18.6% | $2,270+209.1% |
| Participant deferral / active EE | $10,379 | $5,829+78.1% | $7,714+34.5% | $3,740+177.5% |
| Admin fee / account holder | $55 | $596-90.8% | $12,427-99.6% | $513-89.3% |