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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $725,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,964 | $127,218+61.1% | $392,568-47.8% | $77,787+163.5% |
| Participation rate | 95.6% | 82.0%+13.6pp | 78.1%+17.6pp | 73.2%+22.4pp |
| Annual return | 24.29% | 25.27%-1.0pp | 24.42%-0.1pp | 32.57%-8.3pp |
| Employer contribution / active EE | $2,600 | $3,064-15.1% | $3,783-31.3% | $2,504+3.8% |
| Participant deferral / active EE | $7,165 | $4,820+48.7% | $5,985+19.7% | $3,967+80.6% |
| Admin fee / account holder | $116 | $89+30.3% | $6,260-98.1% | $100+15.9% |