Filed February 11, 2011
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 |
|---|---|---|
Service code 29 · EIN 57-1147617 | Legal | $8,148 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $250 |
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 | $92,864 | $53,127+74.8% | $86,590+7.2% | $70,131+32.4% |
| Participation rate | 95.6% | 65.3%+30.3pp | 73.5%+22.0pp | 69.5%+26.0pp |
| Annual return | 16.03% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $4,399 | $2,068+112.7% | $2,839+54.9% | $2,342+87.8% |
| Participant deferral / active EE | $4,409 | $2,696+63.6% | $3,609+22.2% | $3,332+32.3% |
| Admin fee / account holder | $77 | $3,585-97.9% | $4,906-98.4% | $4,645-98.3% |