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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $184,031 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $378,343 | $101,523+272.7% | $141,162+168.0% | $77,787+386.4% |
| Participation rate | 97.8% | 77.4%+20.4pp | 82.5%+15.3pp | 73.2%+24.5pp |
| Annual return | 20.91% | 56.22%-35.3pp | 71.39%-50.5pp | 32.57%-11.7pp |
| Employer contribution / active EE | $16,322 | $3,341+388.5% | $4,735+244.7% | $2,504+551.7% |
| Participant deferral / active EE | $12,166 | $6,434+89.1% | $6,709+81.3% | $3,967+206.7% |
| Admin fee / account holder | $70 | $92-23.1% | $10,261-99.3% | $100-29.6% |