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 | $74,581 |
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 | $135,926 | $88,122+54.2% | $141,162-3.7% | $67,579+101.1% |
| Participation rate | 92.9% | 76.5%+16.4pp | 82.5%+10.4pp | 71.3%+21.6pp |
| Annual return | 32.36% | 75.40%-43.0pp | 71.39%-39.0pp | 378.56%-346.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,735-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $13,483 | $5,958+126.3% | $6,709+101.0% | $3,539+281.0% |
| Admin fee / account holder | $65 | $131-50.2% | $10,261-99.4% | $142-54.2% |