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 & FIELDS2 years Service code 10 · EIN 73-1479528 | Accounting | $5,366 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,526 | $65,409+95.0% | $98,442+29.5% | $85,850+48.5% |
| Participation rate | 95.3% | 65.0%+30.4pp | 73.3%+22.0pp | 69.3%+26.0pp |
| Annual return | 13.07% | 21.76%-8.7pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $4,197 | $2,168+93.6% | $2,960+41.8% | $2,565+63.6% |
| Participant deferral / active EE | $6,211 | $3,166+96.2% | $4,276+45.3% | $3,952+57.2% |
| Admin fee / account holder | $63 | $4,593-98.6% | $5,949-98.9% | $6,260-99.0% |