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.6+ years Filed as: VANGUARD Service code 37 · EIN 23-2186884 | Loan Processing | $5,632 |
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 | $59,626 | $72,554-17.8% | $138,135-56.8% | $73,488-18.9% |
| Participation rate | 94.1% | 74.8%+19.3pp | 78.7%+15.4pp | 70.7%+23.4pp |
| Annual return | 12.29% | 17.50%-5.2pp | 20.51%-8.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,613 | $3,511-54.1% | $5,587-71.1% | $2,270-29.0% |
| Participant deferral / active EE | $4,929 | $4,908+0.4% | $6,431-23.4% | $3,740+31.8% |
| Admin fee / account holder | $23 | $464-95.1% | $11,856-99.8% | $513-95.6% |