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 | $1,087,427 |
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 | $73,444 | $106,222-30.9% | $379,746-80.7% | $106,222-30.9% |
| Participation rate | 81.3% | 70.8%+10.5pp | 78.4%+2.9pp | 70.8%+10.5pp |
| Annual return | 15.82% | 21.69%-5.9pp | 34.90%-19.1pp | 21.69%-5.9pp |
| Employer contribution / active EE | $253 | $2,723-90.7% | $3,540-92.9% | $2,723-90.7% |
| Participant deferral / active EE | $2,886 | $4,600-37.3% | $6,024-52.1% | $4,600-37.3% |
| Admin fee / account holder | $85 | $78+8.9% | $7,927-98.9% | $78+8.9% |