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.9+ years Filed as: VANGUARD Service code 15 · EIN 23-2186884 | Recordkeeping | $24,491 |
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 | $176,041 | $102,197+72.3% | $142,449+23.6% | $74,419+136.6% |
| Participation rate | 84.4% | 79.8%+4.6pp | 76.8%+7.7pp | 70.7%+13.7pp |
| Annual return | 17.30% | 19.73%-2.4pp | 19.99%-2.7pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,298 | $5,052-54.5% | $4,847-52.6% | $2,637-12.9% |
| Participant deferral / active EE | $8,279 | $6,304+31.3% | $6,283+31.8% | $4,528+82.8% |
| Admin fee / account holder | $36 | $186-80.5% | $10,011-99.6% | $348-89.6% |