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 37 · EIN 23-2186884 | Loan Processing | $6,950 |
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 | $78,437 | $79,700-1.6% | $153,485-48.9% | $74,495+5.3% |
| Participation rate | 84.7% | 69.8%+14.9pp | 77.1%+7.6pp | 67.2%+17.5pp |
| Annual return | 11.97% | 15.07%-3.1pp | 15.65%-3.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,458 | $4,016-63.7% | $5,039-71.1% | $2,623-44.4% |
| Participant deferral / active EE | $6,125 | $5,315+15.2% | $6,757-9.4% | $4,346+40.9% |
| Admin fee / account holder | $30 | $1,790-98.3% | $12,724-99.8% | $1,942-98.5% |