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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,205 |
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 | $246,034 | $44,873+448.3% | $79,464+209.6% | $56,287+337.1% |
| Participation rate | 97.8% | 68.7%+29.0pp | 73.3%+24.4pp | 69.9%+27.9pp |
| Annual return | 11.00% | 0.81%+10.2pp | 718.14%-707.1pp | -9.96%+21.0pp |
| Employer contribution / active EE | $17,042 | $2,140+696.4% | $2,800+508.5% | $2,111+707.3% |
| Participant deferral / active EE | $9,548 | $2,746+247.7% | $3,704+157.8% | $3,350+185.0% |
| Admin fee / account holder | $8 | $418-98.0% | $5,113-99.8% | $521-98.4% |