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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,850 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $7,019 |
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 | $42,106 | $49,693-15.3% | $70,515-40.3% | $74,419-43.4% |
| Participation rate | 97.2% | 64.7%+32.6pp | 68.3%+28.9pp | 70.7%+26.5pp |
| Annual return | 17.82% | 21.22%-3.4pp | 32.77%-14.9pp | 34.38%-16.6pp |
| Employer contribution / active EE | $35 | $1,773-98.0% | $2,973-98.8% | $2,637-98.7% |
| Participant deferral / active EE | $4,664 | $3,376+38.2% | $4,567+2.1% | $4,528+3.0% |
| Admin fee / account holder | $86 | $316-72.6% | $6,412-98.7% | $348-75.2% |