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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $746,781 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,353 | $143,525+59.1% | $379,746-39.9% | $90,288+152.9% |
| Participation rate | 95.6% | 82.9%+12.6pp | 78.4%+17.1pp | 73.4%+22.2pp |
| Annual return | 16.11% | 18.97%-2.9pp | 34.90%-18.8pp | 53.97%-37.9pp |
| Employer contribution / active EE | $2,602 | $3,201-18.7% | $3,540-26.5% | $2,524+3.1% |
| Participant deferral / active EE | $7,441 | $5,231+42.2% | $6,024+23.5% | $4,232+75.8% |
| Admin fee / account holder | $120 | $100+19.3% | $7,927-98.5% | $114+5.0% |