Filed April 18, 2013 (most recent of 2 filings on file)
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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $107,079 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,091 |
Service code 99 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $469,536 | $122,186+284.3% | $146,958+219.5% | $199,593+135.2% |
| Participation rate | 98.8% | 78.3%+20.5pp | 82.2%+16.7pp | 72.0%+26.8pp |
| Annual return | 10.30% | 30.56%-20.3pp | 418.34%-408.0pp | 34.25%-23.9pp |
| Employer contribution / active EE | $20,586 | $4,093+403.0% | $4,933+317.3% | $3,034+578.5% |
| Participant deferral / active EE | $16,801 | $8,502+97.6% | $8,070+108.2% | $5,087+230.3% |
| Admin fee / account holder | $71 | $179-60.0% | $12,998-99.5% | $269-73.4% |