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.3+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $13,230 |
THE VANGUARD GROUP, INC.3+ years Service code 64 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,566 | $69,305+52.3% | $82,313+28.2% | $69,631+51.6% |
| Participation rate | 98.0% | 80.3%+17.7pp | 76.9%+21.1pp | 70.7%+27.3pp |
| Annual return | 12.49% | 21.47%-9.0pp | 25.88%-13.4pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $3,768 | $1,887+99.7% | $2,428+55.2% | $2,032+85.4% |
| Participant deferral / active EE | $6,489 | $3,568+81.8% | $3,706+75.1% | $3,224+101.3% |
| Admin fee / account holder | $28 | $97-71.0% | $5,608-99.5% | $110-74.5% |