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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,316 |
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 | $119,432 | $73,404+62.7% | $87,100+37.1% | $67,579+76.7% |
| Participation rate | 98.7% | 80.9%+17.9pp | 76.9%+21.9pp | 71.3%+27.5pp |
| Annual return | 18.56% | 48.29%-29.7pp | 28.19%-9.6pp | 378.56%-360.0pp |
| Employer contribution / active EE | $4,230 | $2,014+110.0% | $2,521+67.8% | $2,148+96.9% |
| Participant deferral / active EE | $7,197 | $3,913+84.0% | $4,049+77.8% | $3,539+103.4% |
| Admin fee / account holder | $24 | $142-82.9% | $7,497-99.7% | $142-83.0% |