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.5+ years Filed as: VANGUARD Service code 37 · EIN 23-2186884 | Loan Processing | $3,114 |
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 | $59,085 | $67,703-12.7% | $127,761-53.8% | $65,185-9.4% |
| Participation rate | 88.5% | 74.5%+14.0pp | 79.0%+9.5pp | 70.2%+18.3pp |
| Annual return | 16.51% | 24.36%-7.8pp | 26.14%-9.6pp | 29.38%-12.9pp |
| Employer contribution / active EE | $1,379 | $3,724-63.0% | $4,574-69.8% | $2,177-36.6% |
| Participant deferral / active EE | $4,504 | $4,787-5.9% | $6,021-25.2% | $3,514+28.2% |
| Admin fee / account holder | $13 | $618-97.9% | $9,395-99.9% | $847-98.4% |