Filed March 15, 2010 (most recent of 6 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.2+ years Service code 10 · EIN 23-1945930 | Accounting | $333,105 |
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 | $142,273 | $80,211+77.4% | $74,183+91.8% | $63,975+122.4% |
| Participation rate | 96.4% | 84.2%+12.3pp | 76.6%+19.8pp | 71.1%+25.3pp |
| Annual return | 7.57% | 14.13%-6.6pp | 17.74%-10.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $5,814 | $2,553+127.7% | $2,370+145.3% | $2,182+166.5% |
| Participant deferral / active EE | $4,992 | $4,370+14.2% | $3,550+40.6% | $3,356+48.7% |
| Admin fee / account holder | $80 | $67+19.7% | $5,586-98.6% | $70+14.2% |