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 10 · EIN 57-1147617 | Accounting | $14,641 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $175 |
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 | $88,769 | $49,177+80.5% | $79,464+11.7% | $64,186+38.3% |
| Participation rate | 93.7% | 65.0%+28.6pp | 73.3%+20.3pp | 69.6%+24.1pp |
| Annual return | -4.00% | -1.16%-2.8pp | 718.14%-722.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $4,382 | $2,076+111.0% | $2,800+56.5% | $2,381+84.1% |
| Participant deferral / active EE | $5,132 | $2,821+81.9% | $3,704+38.5% | $3,470+47.9% |
| Admin fee / account holder | $141 | $3,839-96.3% | $5,113-97.2% | $4,888-97.1% |