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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,733 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,613 | $81,208+49.8% | $98,907+23.0% | $79,858+52.3% |
| Participation rate | 98.9% | 72.5%+26.4pp | 76.0%+22.9pp | 69.6%+29.2pp |
| Annual return | 15.79% | 60.99%-45.2pp | 196.43%-180.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $5,773 | $1,960+194.6% | $2,689+114.7% | $2,471+133.6% |
| Participant deferral / active EE | $5,863 | $3,265+79.6% | $4,244+38.2% | $3,740+56.8% |
| Admin fee / account holder | $159 | $6,013-97.4% | $6,642-97.6% | $5,306-97.0% |