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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $10,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,663 | $72,482+102.3% | $129,110+13.6% | $64,808+126.3% |
| Participation rate | 95.1% | 79.2%+15.9pp | 77.3%+17.9pp | 71.5%+23.7pp |
| Annual return | -16.65% | -9.08%-7.6pp | -10.94%-5.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,739 | $4,247+11.6% | $5,052-6.2% | $2,506+89.1% |
| Participant deferral / active EE | $6,607 | $5,679+16.4% | $6,542+1.0% | $4,310+53.3% |
| Admin fee / account holder | $15 | $144-89.4% | $14,302-99.9% | $188-91.9% |