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.4+ years Filed as: VANGUARD Service code 37 · EIN 23-2186884 | Loan Processing | $1,520 |
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 | $49,012 | $60,396-18.8% | $111,392-56.0% | $56,287-12.9% |
| Participation rate | 94.5% | 72.4%+22.1pp | 78.9%+15.6pp | 69.9%+24.6pp |
| Annual return | -3.15% | 20.26%-23.4pp | -2.06%-1.1pp | -9.96%+6.8pp |
| Employer contribution / active EE | $1,144 | $3,459-66.9% | $4,328-73.6% | $2,111-45.8% |
| Participant deferral / active EE | $4,312 | $4,421-2.5% | $5,567-22.5% | $3,350+28.7% |
| Admin fee / account holder | $6 | $610-99.0% | $12,266-99.9% | $521-98.8% |