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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $27,210 |
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 | $65,184 | $45,382+43.6% | $154,107-57.7% | $75,289-13.4% |
| Participation rate | 99.0% | 65.9%+33.1pp | 83.0%+15.9pp | 72.4%+26.5pp |
| Annual return | -4.90% | -0.47%-4.4pp | 735.12%-740.0pp | -0.04%-4.9pp |
| Employer contribution / active EE | $3,769 | $1,533+145.9% | $5,298-28.9% | $2,405+56.7% |
| Participant deferral / active EE | $3,820 | $2,384+60.2% | $5,081-24.8% | $3,739+2.2% |
| Admin fee / account holder | $8 | $89-90.7% | $13,411-99.9% | $102-91.9% |