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.3+ years Filed as: VANGUARD Service code 37 · EIN 23-2186884 | Loan Processing | $1,540 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,592 | $66,180-23.6% | $118,746-57.4% | $62,292-18.8% |
| Participation rate | 90.9% | 71.3%+19.7pp | 78.3%+12.7pp | 69.5%+21.4pp |
| Annual return | 12.32% | 60.89%-48.6pp | 24.54%-12.2pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,016 | $3,183-68.1% | $4,193-75.8% | $2,042-50.2% |
| Participant deferral / active EE | $3,883 | $4,247-8.6% | $5,332-27.2% | $3,169+22.5% |
| Admin fee / account holder | $6 | $753-99.1% | $10,720-99.9% | $479-98.7% |