Filed March 20, 2011
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $112,971 |
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 | $192,564 | $88,324+118.0% | $115,037+67.4% | $55,191+248.9% |
| Participation rate | 98.9% | 72.5%+26.4pp | 81.4%+17.6pp | 69.2%+29.8pp |
| Annual return | -0.34% | 6.30%-6.6pp | 26.14%-26.5pp | 10.78%-11.1pp |
| Employer contribution / active EE | $4,968 | $2,805+77.1% | $4,608+7.8% | $1,899+161.7% |
| Participant deferral / active EE | $10,281 | $5,042+103.9% | $6,026+70.6% | $3,046+237.5% |
| Admin fee / account holder | $111 | $105+5.1% | $8,175-98.6% | $91+22.0% |