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 | $1,037,750 |
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 | $53,138 | $73,367-27.6% | $106,387-50.1% | $73,367-27.6% |
| Participation rate | 67.1% | 69.5%-2.3pp | 77.5%-10.3pp | 69.5%-2.3pp |
| Annual return | -2.46% | 173.45%-175.9pp | 0.25%-2.7pp | 173.45%-175.9pp |
| Employer contribution / active EE | $230 | $2,499-90.8% | $3,520-93.5% | $2,499-90.8% |
| Participant deferral / active EE | $2,486 | $4,033-38.3% | $5,421-54.1% | $4,033-38.3% |
| Admin fee / account holder | $78 | $68+14.8% | $7,510-99.0% | $68+14.8% |