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 Service code 15 · EIN 23-1945930 | Recordkeeping | $44,436 |
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 | $34,540 | $44,764-22.8% | $68,791-49.8% | $64,808-46.7% |
| Participation rate | 97.7% | 64.8%+32.9pp | 69.0%+28.7pp | 71.5%+26.2pp |
| Annual return | -15.52% | -10.91%-4.6pp | -6.38%-9.1pp | 32.82%-48.3pp |
| Employer contribution / active EE | $31 | $1,775-98.2% | $2,655-98.8% | $2,506-98.8% |
| Participant deferral / active EE | $4,757 | $3,238+46.9% | $3,941+20.7% | $4,310+10.4% |
| Admin fee / account holder | $78 | $151-48.2% | $4,932-98.4% | $188-58.3% |