Filed June 29, 2012
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 | $5,250 |
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 | $28,648 | $72,770-60.6% | $67,652-57.7% | $55,191-48.1% |
| Participation rate | 96.6% | 78.8%+17.8pp | 75.7%+21.0pp | 69.2%+27.5pp |
| Annual return | -0.62% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,457 | $1,769+38.9% | $2,266+8.5% | $1,899+29.4% |
| Participant deferral / active EE | $1,777 | $3,408-47.9% | $3,560-50.1% | $3,046-41.7% |
| Admin fee / account holder | $3 | $79-95.9% | $4,821-99.9% | $91-96.5% |