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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,946 | $96,486+74.1% | $153,485+9.4% | $77,643+116.3% |
| Participation rate | 94.2% | 81.6%+12.6pp | 77.1%+17.1pp | 70.6%+23.6pp |
| Annual return | 15.72% | 14.44%+1.3pp | 15.65%+0.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $4,474 | $5,224-14.3% | $5,039-11.2% | $2,726+64.1% |
| Participant deferral / active EE | $6,289 | $6,609-4.8% | $6,757-6.9% | $4,647+35.3% |
| Admin fee / account holder | $85 | $182-53.4% | $12,724-99.3% | $430-80.3% |