Filed January 12, 2010 (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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $166,177 |
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 | $132,089 | $81,321+62.4% | $68,509+92.8% | $59,188+123.2% |
| Participation rate | 98.4% | 83.8%+14.6pp | 74.7%+23.7pp | 69.4%+29.0pp |
| Annual return | -0.21% | 4.65%-4.9pp | 8.27%-8.5pp | 5.51%-5.7pp |
| Employer contribution / active EE | $7,138 | $3,297+116.5% | $2,278+213.4% | $2,098+240.2% |
| Participant deferral / active EE | $6,223 | $4,592+35.5% | $3,382+84.0% | $3,265+90.6% |
| Admin fee / account holder | $73 | $62+18.0% | $5,275-98.6% | $92-21.0% |