Filed April 15, 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 5-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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,488 |
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 | $56,326 | $60,165-6.4% | $74,183-24.1% | $55,167+2.1% |
| Participation rate | 80.2% | 74.2%+6.0pp | 76.6%+3.6pp | 69.0%+11.2pp |
| Annual return | 5.84% | 10.00%-4.2pp | 17.74%-11.9pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,525 | $2,973-48.7% | $3,550-57.0% | $3,054-50.1% |
| Admin fee / account holder | $151 | $419-64.0% | $5,586-97.3% | $504-70.0% |