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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,324 |
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 | $244,304 | $102,553+138.2% | $151,611+61.1% | $66,914+265.1% |
| Participation rate | 97.0% | 85.5%+11.5pp | 87.5%+9.5pp | 69.8%+27.2pp |
| Annual return | -19.49% | -10.82%-8.7pp | 3.33%-22.8pp | 1.58%-21.1pp |
| Employer contribution / active EE | $6,839 | $4,180+63.6% | $6,166+10.9% | $2,544+168.8% |
| Participant deferral / active EE | $10,817 | $6,641+62.9% | $8,363+29.3% | $4,237+155.3% |
| Admin fee / account holder | $64 | $630-89.9% | $11,616-99.5% | $593-89.2% |