Filed April 20, 2012 (most recent of 2 filings on file)
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.10+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $26,572 |
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 | $187,383 | $96,486+94.2% | $153,485+22.1% | $77,643+141.3% |
| Participation rate | 86.5% | 81.6%+4.8pp | 77.1%+9.4pp | 70.6%+15.9pp |
| Annual return | 11.92% | 14.44%-2.5pp | 15.65%-3.7pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,595 | $5,224-50.3% | $5,039-48.5% | $2,726-4.8% |
| Participant deferral / active EE | $8,659 | $6,609+31.0% | $6,757+28.1% | $4,647+86.3% |
| Admin fee / account holder | $40 | $182-78.3% | $12,724-99.7% | $430-90.8% |