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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,457 | $102,197+56.0% | $142,449+11.9% | $74,419+114.3% |
| Participation rate | 92.7% | 79.8%+12.9pp | 76.8%+16.0pp | 70.7%+22.0pp |
| Annual return | 19.49% | 19.73%-0.2pp | 19.99%-0.5pp | 34.38%-14.9pp |
| Employer contribution / active EE | $4,159 | $5,052-17.7% | $4,847-14.2% | $2,637+57.7% |
| Participant deferral / active EE | $5,813 | $6,304-7.8% | $6,283-7.5% | $4,528+28.4% |
| Admin fee / account holder | $62 | $186-66.8% | $10,011-99.4% | $348-82.3% |