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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,700 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $212,526 | $50,637+319.7% | $86,590+145.4% | $62,292+241.2% |
| Participation rate | 99.5% | 67.9%+31.6pp | 73.5%+25.9pp | 69.5%+30.0pp |
| Annual return | 11.99% | 20.80%-8.8pp | 964.84%-952.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $17,104 | $2,075+724.2% | $2,839+502.4% | $2,042+737.5% |
| Participant deferral / active EE | $9,848 | $2,611+277.2% | $3,609+172.9% | $3,169+210.7% |
| Admin fee / account holder | $9 | $413-97.9% | $4,906-99.8% | $479-98.2% |