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 |
|---|---|---|
HEATHERINGTON & FIELDS1 year Service code 11 · EIN 73-1479528 | Actuarial | $9,000 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $275 |
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 | $114,681 | $60,124+90.7% | $90,404+26.9% | $79,858+43.6% |
| Participation rate | 95.8% | 65.0%+30.9pp | 72.7%+23.2pp | 69.6%+26.2pp |
| Annual return | 12.71% | 71.94%-59.2pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $3,422 | $2,068+65.5% | $3,262+4.9% | $2,471+38.5% |
| Participant deferral / active EE | $6,446 | $2,938+119.4% | $3,963+62.6% | $3,740+72.3% |
| Admin fee / account holder | $92 | $3,976-97.7% | $5,611-98.4% | $5,306-98.3% |