Filed May 15, 2013
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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,366 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $683 |
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 | $32,651 | $67,411-51.6% | $91,001-64.1% | $70,131-53.4% |
| Participation rate | 72.3% | 71.4%+1.0pp | 75.6%-3.3pp | 69.5%+2.8pp |
| Annual return | 15.74% | -40.16%+55.9pp | 4.60%+11.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,233 | $1,786-30.9% | $2,456-49.8% | $2,342-47.3% |
| Participant deferral / active EE | $2,367 | $2,823-16.1% | $3,547-33.3% | $3,332-28.9% |
| Admin fee / account holder | $16 | $4,236-99.6% | $5,417-99.7% | $4,645-99.7% |