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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $103,062 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $291,732 | $86,791+236.1% | $115,037+153.6% | $59,188+392.9% |
| Participation rate | 98.2% | 72.8%+25.3pp | 81.4%+16.8pp | 69.4%+28.7pp |
| Annual return | 1.07% | 4.44%-3.4pp | 26.14%-25.1pp | 5.51%-4.4pp |
| Employer contribution / active EE | $14,425 | $2,950+389.0% | $4,608+213.1% | $2,098+587.6% |
| Participant deferral / active EE | $10,234 | $5,298+93.2% | $6,026+69.8% | $3,265+213.5% |
| Admin fee / account holder | $43 | $95-54.4% | $8,175-99.5% | $92-53.1% |