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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $40,571 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $10,341 |
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 | $50,221 | $55,416-9.4% | $75,972-33.9% | $77,643-35.3% |
| Participation rate | 96.8% | 63.6%+33.2pp | 69.1%+27.7pp | 70.6%+26.2pp |
| Annual return | 14.88% | 17.07%-2.2pp | 359.55%-344.7pp | 31.24%-16.4pp |
| Employer contribution / active EE | $41 | $1,788-97.7% | $2,685-98.5% | $2,726-98.5% |
| Participant deferral / active EE | $5,213 | $3,447+51.2% | $4,255+22.5% | $4,647+12.2% |
| Admin fee / account holder | $90 | $414-78.3% | $6,467-98.6% | $430-79.1% |