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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,250 |
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 | $301,237 | $130,194+131.4% | $169,993+77.2% | $71,457+321.6% |
| Participation rate | 97.3% | 86.1%+11.2pp | 87.0%+10.3pp | 67.9%+29.4pp |
| Annual return | 20.87% | 20.37%+0.5pp | 53.37%-32.5pp | 28.85%-8.0pp |
| Employer contribution / active EE | $8,068 | $4,381+84.1% | $6,785+18.9% | $2,588+211.8% |
| Participant deferral / active EE | $12,863 | $6,923+85.8% | $10,408+23.6% | $4,289+199.9% |
| Admin fee / account holder | $69 | $966-92.9% | $12,815-99.5% | $1,587-95.7% |