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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,791 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,095 | $121,341+169.6% | $189,513+72.6% | $79,386+312.0% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.8%+8.6pp | 70.7%+25.7pp |
| Annual return | 15.75% | 21.08%-5.3pp | 555.15%-539.4pp | 116.85%-101.1pp |
| Employer contribution / active EE | $7,037 | $3,915+79.8% | $6,162+14.2% | $2,427+189.9% |
| Participant deferral / active EE | $10,996 | $6,395+71.9% | $8,221+33.8% | $4,046+171.8% |
| Admin fee / account holder | $58 | $651-91.1% | $12,045-99.5% | $626-90.8% |