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 | $18,558 |
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 | $60,374 | $98,217-38.5% | $105,722-42.9% | $63,975-5.6% |
| Participation rate | 96.4% | 81.9%+14.5pp | 78.9%+17.5pp | 71.1%+25.3pp |
| Annual return | 6.92% | 20.18%-13.3pp | 12.25%-5.3pp | 48.65%-41.7pp |
| Employer contribution / active EE | $1,451 | $4,802-69.8% | $4,079-64.4% | $2,182-33.5% |
| Participant deferral / active EE | $3,377 | $6,019-43.9% | $5,326-36.6% | $3,356+0.6% |
| Admin fee / account holder | $7 | $70-90.2% | $8,308-99.9% | $70-90.3% |