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 | $1,027,298 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,655 | $329,111-84.6% | $108,745-53.4% | $329,111-84.6% |
| Participation rate | 64.9% | 67.9%-3.0pp | 77.7%-12.8pp | 67.9%-3.0pp |
| Annual return | 14.02% | 16.35%-2.3pp | 46.22%-32.2pp | 16.35%-2.3pp |
| Employer contribution / active EE | $224 | $2,303-90.3% | $3,323-93.3% | $2,303-90.3% |
| Participant deferral / active EE | $2,143 | $3,682-41.8% | $5,121-58.2% | $3,682-41.8% |
| Admin fee / account holder | $79 | $754-89.5% | $6,144-98.7% | $754-89.5% |