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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $13,300 |
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 | $148,373 | $72,658+104.2% | $127,761+16.1% | $67,579+119.6% |
| Participation rate | 96.4% | 80.0%+16.5pp | 79.0%+17.4pp | 71.3%+25.2pp |
| Annual return | 22.15% | 26.49%-4.3pp | 26.14%-4.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $4,782 | $3,988+19.9% | $4,574+4.6% | $2,148+122.7% |
| Participant deferral / active EE | $6,461 | $5,383+20.0% | $6,021+7.3% | $3,539+82.6% |
| Admin fee / account holder | $15 | $127-88.5% | $9,395-99.8% | $142-89.7% |