Filed July 24, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $18,532 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,875 | $43,423+14.9% | $78,689-36.6% | $55,167-9.6% |
| Participation rate | 97.8% | 68.0%+29.8pp | 73.6%+24.3pp | 69.0%+28.8pp |
| Annual return | 5.87% | 11.53%-5.7pp | 62.18%-56.3pp | 169.23%-163.4pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,132 | $2,509+184.3% | $3,517+102.8% | $3,054+133.5% |
| Admin fee / account holder | $104 | $416-75.1% | $4,510-97.7% | $504-79.5% |