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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $750,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,880 | $118,101+44.7% | $106,387+60.6% | $75,289+127.0% |
| Participation rate | 99.3% | 81.4%+17.9pp | 77.5%+21.8pp | 72.4%+26.9pp |
| Annual return | -1.97% | -2.42%+0.5pp | 0.25%-2.2pp | -0.04%-1.9pp |
| Employer contribution / active EE | $2,912 | $2,880+1.1% | $3,520-17.3% | $2,405+21.1% |
| Participant deferral / active EE | $7,698 | $4,681+64.4% | $5,421+42.0% | $3,739+105.9% |
| Admin fee / account holder | $119 | $85+40.8% | $7,510-98.4% | $102+16.4% |