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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,691 |
Annual investment return 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 | $211,977 | $91,407+131.9% | $135,903+56.0% | $71,457+196.6% |
| Participation rate | 99.3% | 75.7%+23.7pp | 81.9%+17.4pp | 67.9%+31.4pp |
| Annual return | 13.37% | 29.90%-16.5pp | 68.23%-54.9pp | 28.85%-15.5pp |
| Employer contribution / active EE | $14,287 | $3,703+285.8% | $4,856+194.2% | $2,588+452.1% |
| Participant deferral / active EE | $10,259 | $7,092+44.7% | $7,758+32.2% | $4,289+139.2% |
| Admin fee / account holder | $80 | $1,266-93.7% | $10,762-99.3% | $1,587-95.0% |