Filed October 27, 2010 (most recent of 4 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 Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 16 · EIN 23-1945930 | Consulting | $1,750 |
TD AMERITRADE, INC.1+ years Filed as: TD AMERITRADE INSTITUITIONAL Service code 50 200 SOUTH 108TH AVENUE · OMAHA, NE 68154 | Direct Payment | $535 |
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 | $134,865 | $54,320+148.3% | $67,652+99.4% | $52,331+157.7% |
| Participation rate | 82.4% | 73.6%+8.8pp | 75.7%+6.7pp | 68.1%+14.3pp |
| Annual return | -94.54% | 6.81%-101.3pp | 6625.04%-6719.6pp | 4.54%-99.1pp |
| Employer contribution / active EE | $43,716 | $1,544+2731.8% | $2,266+1829.6% | $1,882+2223.2% |
| Participant deferral / active EE | $48,708 | $2,950+1551.0% | $3,560+1268.3% | $3,022+1511.7% |
| Admin fee / account holder | $27 | $527-94.9% | $4,821-99.4% | $592-95.5% |