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.1+ years Filed as: VANGUARD Service code 37 · EIN 23-2186884 | Loan Processing | $1,620 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,475 | $59,231-33.4% | $90,223-56.2% | $52,331-24.6% |
| Participation rate | 92.6% | 75.0%+17.6pp | 79.0%+13.5pp | 68.1%+24.5pp |
| Annual return | -0.21% | 3.53%-3.7pp | 1.31%-1.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,012 | $3,391-70.2% | $4,378-76.9% | $1,882-46.2% |
| Participant deferral / active EE | $3,941 | $4,659-15.4% | $5,792-32.0% | $3,022+30.4% |
| Admin fee / account holder | $7 | $515-98.6% | $7,406-99.9% | $592-98.8% |