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.2+ years Filed as: VANGUARD Service code 37 · EIN 23-2186884 | Loan Processing | $1,640 |
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 | $43,065 | $61,616-30.1% | $105,722-59.3% | $55,167-21.9% |
| Participation rate | 95.3% | 72.9%+22.3pp | 78.9%+16.3pp | 69.0%+26.3pp |
| Annual return | 6.28% | 11.15%-4.9pp | 12.25%-6.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,022 | $3,043-66.4% | $4,079-74.9% | $1,963-47.9% |
| Participant deferral / active EE | $3,941 | $4,213-6.5% | $5,326-26.0% | $3,054+29.0% |
| Admin fee / account holder | $7 | $379-98.2% | $8,308-99.9% | $504-98.6% |