Filed December 1, 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 |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,330 |
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 | $111,879 | $66,750+67.6% | $105,722+5.8% | $57,658+94.0% |
| Participation rate | 98.2% | 79.2%+19.0pp | 78.9%+19.3pp | 70.2%+28.0pp |
| Annual return | 7.75% | 10.99%-3.2pp | 12.25%-4.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $4,856 | $3,766+28.9% | $4,079+19.0% | $1,974+146.0% |
| Participant deferral / active EE | $6,368 | $4,933+29.1% | $5,326+19.6% | $3,061+108.1% |
| Admin fee / account holder | $4 | $88-95.2% | $8,308-99.9% | $95-95.6% |