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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,074 |
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 | $329,433 | $122,239+169.5% | $184,203+78.8% | $74,495+342.2% |
| Participation rate | 94.7% | 85.5%+9.2pp | 86.8%+7.9pp | 67.2%+27.5pp |
| Annual return | 16.59% | 19.95%-3.4pp | 28.81%-12.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $7,423 | $4,537+63.6% | $6,427+15.5% | $2,623+183.0% |
| Participant deferral / active EE | $11,683 | $7,139+63.7% | $9,131+27.9% | $4,346+168.8% |
| Admin fee / account holder | $67 | $1,260-94.7% | $13,901-99.5% | $1,942-96.5% |