Filed August 27, 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.7 years Service code 28 · EIN 23-1945930 | Investment Management | $1,923,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,700 | $93,462+62.3% | $164,813-8.0% | $99,062+53.1% |
| Participation rate | 99.2% | 79.9%+19.3pp | 78.6%+20.6pp | 71.6%+27.6pp |
| Annual return | 13.55% | 15.71%-2.2pp | 69.93%-56.4pp | 17.66%-4.1pp |
| Employer contribution / active EE | $7,650 | $3,099+146.8% | $4,341+76.2% | $3,262+134.5% |
| Participant deferral / active EE | $8,187 | $5,366+52.6% | $6,031+35.7% | $5,331+53.6% |
| Admin fee / account holder | $182 | $81+124.0% | $12,690-98.6% | $109+67.2% |