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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $274,365 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $28,295 |
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 | $161,602 | $88,730+82.1% | $82,313+96.3% | $77,958+107.3% |
| Participation rate | 96.7% | 84.5%+12.2pp | 76.9%+19.8pp | 71.6%+25.1pp |
| Annual return | 17.07% | 20.88%-3.8pp | 25.88%-8.8pp | 20.87%-3.8pp |
| Employer contribution / active EE | $6,792 | $2,758+146.2% | $2,428+179.7% | $2,310+194.0% |
| Participant deferral / active EE | $5,204 | $4,634+12.3% | $3,706+40.4% | $3,537+47.1% |
| Admin fee / account holder | $74 | $74+0.4% | $5,608-98.7% | $97-23.7% |