Filed June 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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $23,577 |
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 | $70,016 | $44,989+55.6% | $170,442-58.9% | $77,958-10.2% |
| Participation rate | 99.6% | 64.6%+35.0pp | 83.6%+16.0pp | 71.6%+27.9pp |
| Annual return | 18.04% | 19.61%-1.6pp | 205.93%-187.9pp | 20.87%-2.8pp |
| Employer contribution / active EE | $3,627 | $1,466+147.4% | $5,433-33.2% | $2,310+57.0% |
| Participant deferral / active EE | $3,471 | $2,208+57.2% | $4,939-29.7% | $3,537-1.8% |
| Admin fee / account holder | $8 | $69-88.7% | $13,880-99.9% | $97-92.0% |