Filed June 10, 2013 (most recent of 5 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,565 |
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 | $192,004 | $43,423+342.2% | $78,689+144.0% | $55,167+248.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 9.21% | 11.53%-2.3pp | 62.18%-53.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $16,040 | $1,997+703.3% | $2,851+462.7% | $1,963+717.3% |
| Participant deferral / active EE | $8,927 | $2,509+255.8% | $3,517+153.8% | $3,054+192.3% |
| Admin fee / account holder | $14 | $416-96.6% | $4,510-99.7% | $504-97.2% |