Filed August 8, 2012
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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,758 | $99,957+101.8% | $149,696+34.8% | $73,488+174.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 5.05% | 53.87%-48.8pp | 276.60%-271.6pp | 28.51%-23.5pp |
| Employer contribution / active EE | $12,646 | $3,191+296.3% | $4,644+172.3% | $2,270+457.1% |
| Participant deferral / active EE | $8,897 | $6,073+46.5% | $6,842+30.0% | $3,740+137.9% |
| Admin fee / account holder | $46 | $551-91.6% | $9,309-99.5% | $513-91.0% |