Filed January 1, 2012
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 6-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.1+ years Filed as: VANGUARD GROUP INC. Service code 23 · EIN 23-1945930 | Securities brokerage; Participant loa... | $54,931 |
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 | $56,123 | $71,957-22.0% | $67,652-17.0% | $59,188-5.2% |
| Participation rate | 90.3% | 82.7%+7.6pp | 75.7%+14.6pp | 69.4%+20.9pp |
| Annual return | 0.71% | 8.53%-7.8pp | 6625.04%-6624.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $1,342 | $2,432-44.8% | $2,266-40.7% | $2,098-36.0% |
| Participant deferral / active EE | $4,903 | $4,211+16.4% | $3,560+37.7% | $3,265+50.2% |
| Admin fee / account holder | $16 | $64-75.6% | $4,821-99.7% | $92-83.0% |