Filed July 19, 2010
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 |
|---|---|---|
ADVISER INVESTMENTS2+ years Filed as: ADVISER INVESTMENTS, INC. Service code 26 · EIN 04-3250991 | Advisory (Participants) | $84,088 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,980 |
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 | $242,971 | $39,859+509.6% | $78,689+208.8% | $57,658+321.4% |
| Participation rate | 96.2% | 66.1%+30.1pp | 73.6%+22.6pp | 70.2%+25.9pp |
| Annual return | 7.00% | 18.96%-12.0pp | 62.18%-55.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $609 | $1,786-65.9% | $2,851-78.6% | $1,974-69.1% |
| Participant deferral / active EE | $9,631 | $2,248+328.4% | $3,517+173.9% | $3,061+214.7% |
| Admin fee / account holder | $183 | $76+139.6% | $4,510-96.0% | $95+93.1% |