Filed April 3, 2013
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.1 year Filed as: VANGUARD GROUP INC. Service code 37 · EIN 23-1945930 | Loan Processing | $31,053 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,774 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,693 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,622 | $58,347-33.8% | $85,682-54.9% | $86,799-55.5% |
| Participation rate | 98.3% | 64.9%+33.3pp | 69.9%+28.4pp | 72.3%+26.0pp |
| Annual return | 16.21% | 18.43%-2.2pp | 21.49%-5.3pp | 97.91%-81.7pp |
| Employer contribution / active EE | $21 | $1,751-98.8% | $2,618-99.2% | $2,405-99.1% |
| Participant deferral / active EE | $4,226 | $3,065+37.9% | $3,923+7.7% | $4,131+2.3% |
| Admin fee / account holder | $96 | $147-34.7% | $6,873-98.6% | $170-43.2% |