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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,029,374 |
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 | $58,429 | $80,976-27.8% | $115,752-49.5% | $80,976-27.8% |
| Participation rate | 68.3% | 68.3%0pp | 77.8%-9.5pp | 68.3%0pp |
| Annual return | 21.14% | 22.91%-1.8pp | 19.41%+1.7pp | 22.91%-1.8pp |
| Employer contribution / active EE | $230 | $2,402-90.4% | $3,492-93.4% | $2,402-90.4% |
| Participant deferral / active EE | $2,264 | $3,848-41.2% | $5,204-56.5% | $3,848-41.2% |
| Admin fee / account holder | $80 | $67+19.3% | $6,278-98.7% | $67+19.3% |