Filed January 8, 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $11,121 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,502 | $98,750-53.9% | $149,696-69.6% | $79,858-43.0% |
| Participation rate | 71.3% | 75.8%-4.5pp | 82.5%-11.2pp | 69.6%+1.6pp |
| Annual return | 17.99% | 27.43%-9.4pp | 276.60%-258.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,283 | $3,216-60.1% | $4,644-72.4% | $2,471-48.1% |
| Participant deferral / active EE | $4,849 | $5,680-14.6% | $6,842-29.1% | $3,740+29.7% |
| Admin fee / account holder | $113 | $6,053-98.1% | $9,309-98.8% | $5,306-97.9% |