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.8+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $28,325 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,751 | $72,482+113.5% | $129,110+19.9% | $64,808+138.8% |
| Participation rate | 84.9% | 79.2%+5.7pp | 77.3%+7.7pp | 71.5%+13.5pp |
| Annual return | -13.69% | -9.08%-4.6pp | -10.94%-2.7pp | 32.82%-46.5pp |
| Employer contribution / active EE | $2,473 | $4,247-41.8% | $5,052-51.1% | $2,506-1.3% |
| Participant deferral / active EE | $8,272 | $5,679+45.7% | $6,542+26.4% | $4,310+91.9% |
| Admin fee / account holder | $42 | $144-71.2% | $14,302-99.7% | $188-77.9% |