Filed November 8, 2012 (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 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+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $25,860 |
EFP ROTENBERG, LLP1+ years Service code 10 · EIN 26-4298079 | Accounting | $6,400 |
FREED MAXICK CPAS PC1+ years Filed as: FREED MAXICK Service code 15 · EIN 45-4051133 | Recordkeeping | $6,250 |
THE VANGUARD GROUP, INC.1+ years Service code 64 | Recordkeeping Fees | $0 |
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 | $78,610 | $72,770+8.0% | $67,652+16.2% | $55,191+42.4% |
| Participation rate | 98.6% | 78.8%+19.8pp | 75.7%+22.9pp | 69.2%+29.4pp |
| Annual return | 0.48% | -3.26%+3.7pp | 6625.04%-6624.6pp | 10.78%-10.3pp |
| Employer contribution / active EE | $3,387 | $1,769+91.4% | $2,266+49.5% | $1,899+78.4% |
| Participant deferral / active EE | $6,106 | $3,408+79.2% | $3,560+71.5% | $3,046+100.4% |
| Admin fee / account holder | $53 | $79-33.2% | $4,821-98.9% | $91-42.0% |