Filed February 29, 2012 (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 | $130,558 |
SAMET & COMPANY PC1 year Filed as: SAMET & COMPANY, PC Service code 16 · EIN 04-3027605 | Consulting | $27,000 |
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 | $50,373 | $134,045-62.4% | $80,019-37.0% | $75,289-33.1% |
| Participation rate | 79.2% | 85.8%-6.6pp | 75.8%+3.3pp | 72.4%+6.7pp |
| Annual return | -5.12% | -0.56%-4.6pp | 11.22%-16.3pp | -0.04%-5.1pp |
| Employer contribution / active EE | $2,616 | $3,492-25.1% | $2,468+6.0% | $2,405+8.8% |
| Participant deferral / active EE | $3,106 | $4,976-37.6% | $3,686-15.7% | $3,739-16.9% |
| Admin fee / account holder | $102 | $124-17.3% | $6,521-98.4% | $102+0.2% |