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.4+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $9,727 |
THE VANGUARD GROUP, INC.4+ 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 | $104,445 | $65,118+60.4% | $76,768+36.1% | $55,725+87.4% |
| Participation rate | 97.6% | 79.6%+18.0pp | 77.0%+20.6pp | 70.9%+26.7pp |
| Annual return | -3.20% | -1.27%-1.9pp | 2.43%-5.6pp | 244.93%-248.1pp |
| Employer contribution / active EE | $3,571 | $1,941+84.0% | $2,485+43.7% | $2,078+71.8% |
| Participant deferral / active EE | $6,356 | $3,688+72.3% | $3,852+65.0% | $3,356+89.4% |
| Admin fee / account holder | $21 | $116-81.9% | $6,675-99.7% | $115-81.8% |