Filed August 10, 2011 (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 100 VANGUARD GOULEVARD · MALVERN, PA 193552000 | Recordkeeping | $66,600 |
Filed as: EMPOWER RETIREMENT Service code 15 · EIN 47-2534181 8515 E. ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $12,065 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,711 | $52,670+102.6% | $90,404+18.0% | $73,409+45.4% |
| Participation rate | 85.0% | 67.7%+17.4pp | 72.7%+12.3pp | 72.2%+12.8pp |
| Annual return | 16.00% | 20.70%-4.7pp | 1293.02%-1277.0pp | 59.29%-43.3pp |
| Employer contribution / active EE | $5,450 | $1,872+191.2% | $3,262+67.1% | $2,234+144.0% |
| Participant deferral / active EE | $6,847 | $2,807+143.9% | $3,963+72.8% | $3,805+79.9% |
| Admin fee / account holder | $231 | $117+97.6% | $5,611-95.9% | $158+46.1% |