Filed March 21, 2011 (most recent of 2 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 9-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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $82,840 |
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 | $111,352 | $50,106+122.2% | $70,014+59.0% | $57,658+93.1% |
| Participation rate | 98.3% | 70.9%+27.5pp | 71.8%+26.5pp | 70.2%+28.1pp |
| Annual return | 7.80% | 14.58%-6.8pp | 12.99%-5.2pp | 5.13%+2.7pp |
| Employer contribution / active EE | $7,768 | $1,739+346.6% | $2,338+232.2% | $1,974+293.5% |
| Participant deferral / active EE | $7,560 | $2,486+204.1% | $2,931+157.9% | $3,061+147.0% |
| Admin fee / account holder | $79 | $89-12.0% | $4,380-98.2% | $95-16.9% |