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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $387,760 |
Service code 27 · EIN 53-0181291 | Advisory (Plan) | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,468 | $105,190+49.7% | $98,907+59.2% | $90,288+74.4% |
| Participation rate | 99.3% | 86.4%+13.0pp | 76.0%+23.3pp | 73.4%+26.0pp |
| Annual return | 13.14% | 18.52%-5.4pp | 196.43%-183.3pp | 53.97%-40.8pp |
| Employer contribution / active EE | $7,148 | $3,831+86.6% | $2,689+165.8% | $2,524+183.2% |
| Participant deferral / active EE | $7,172 | $5,616+27.7% | $4,244+69.0% | $4,232+69.5% |
| Admin fee / account holder | $74 | $97-23.9% | $6,642-98.9% | $114-35.1% |