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 | $1,009,350 |
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 | $65,086 | $89,569-27.3% | $392,568-83.4% | $89,569-27.3% |
| Participation rate | 80.9% | 69.6%+11.3pp | 78.1%+2.8pp | 69.6%+11.3pp |
| Annual return | 24.98% | 34.56%-9.6pp | 24.42%+0.6pp | 34.56%-9.6pp |
| Employer contribution / active EE | $284 | $2,584-89.0% | $3,783-92.5% | $2,584-89.0% |
| Participant deferral / active EE | $3,107 | $4,220-26.4% | $5,985-48.1% | $4,220-26.4% |
| Admin fee / account holder | $76 | $72+5.8% | $6,260-98.8% | $72+5.8% |