Filed October 9, 2009 (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 Service code 15 · EIN 23-1945930 | Recordkeeping | $717,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,254 | $107,045+49.7% | $108,745+47.4% | $63,975+150.5% |
| Participation rate | 99.8% | 81.9%+17.9pp | 77.7%+22.1pp | 71.1%+28.7pp |
| Annual return | 13.64% | 18.14%-4.5pp | 46.22%-32.6pp | 48.65%-35.0pp |
| Employer contribution / active EE | $2,590 | $2,651-2.3% | $3,323-22.1% | $2,182+18.7% |
| Participant deferral / active EE | $6,687 | $4,292+55.8% | $5,121+30.6% | $3,356+99.2% |
| Admin fee / account holder | $109 | $67+62.8% | $6,144-98.2% | $70+55.2% |