Filed August 27, 2013
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.1 year Filed as: THE VANGUARD GROUP Service code 16 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 19482 | Consulting | $35,906 |
Service code 10 · EIN 13-3628255 ONE BATTERY PARK PLAZA · NEW YORK, NY 10004 | Accounting | $7,800 |
BURY AND ASSOCIATES, INC.3+ years Service code 11 · EIN 22-3440983 1155 WEST CHESTNUT STREET · UNION, NJ 07083 | Actuarial | $6,320 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $0 | $46,757-100.0% | $42,250-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 11.3%-11.3pp |
| Annual return | 13.38% | 7.74%+5.6pp | 7.25%+6.1pp | 10.41%+3.0pp |
| Employer contribution / active EE | $9,786 | $8,358+17.1% | $33,137-70.5% | $14,691-33.4% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $159-100.0% | $2,646-100.0% |