Filed October 4, 2011 (most recent of 5 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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,276 | $76,367+40.5% | $93,606+14.6% | $72,985+47.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.18% | 25.82%-4.6pp | 32.76%-11.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $5,529 | $2,275+143.0% | $2,718+103.4% | $2,440+126.6% |
| Participant deferral / active EE | $4,987 | $3,538+41.0% | $4,069+22.6% | $3,607+38.2% |
| Admin fee / account holder | $149 | $6,838-97.8% | $7,888-98.1% | $5,124-97.1% |