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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $45,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,438 | $101,317+146.2% | $146,958+69.7% | $74,495+234.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.94% | 8730.91%-8713.0pp | 418.34%-400.4pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $15,089 | $3,810+296.0% | $4,933+205.9% | $2,623+475.3% |
| Participant deferral / active EE | $11,568 | $7,303+58.4% | $8,070+43.3% | $4,346+166.2% |
| Admin fee / account holder | $205 | $1,739-88.2% | $12,998-98.4% | $1,942-89.4% |