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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $90,163 |
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 | $119,807 | $48,261+148.2% | $68,793+74.2% | $55,725+115.0% |
| Participation rate | 98.3% | 71.0%+27.2pp | 72.2%+26.0pp | 70.9%+27.4pp |
| Annual return | -3.93% | -2.61%-1.3pp | -4.63%+0.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $8,368 | $1,742+380.3% | $2,625+218.8% | $2,078+302.6% |
| Participant deferral / active EE | $7,639 | $2,712+181.7% | $3,311+130.7% | $3,356+127.7% |
| Admin fee / account holder | $78 | $126-37.8% | $5,131-98.5% | $115-31.9% |