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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,795 |
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 | $131,470 | $53,925+143.8% | $75,670+73.7% | $69,631+88.8% |
| Participation rate | 97.9% | 71.2%+26.7pp | 72.3%+25.5pp | 70.7%+27.2pp |
| Annual return | 19.65% | 17.84%+1.8pp | 27.34%-7.7pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $8,455 | $1,802+369.2% | $2,352+259.5% | $2,032+316.1% |
| Participant deferral / active EE | $7,380 | $2,569+187.2% | $3,142+134.9% | $3,224+128.9% |
| Admin fee / account holder | $80 | $97-17.2% | $5,800-98.6% | $110-27.2% |