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 Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $420,315 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $26,270 |
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 | $187,042 | $176,491+6.0% | $95,952+94.9% | $90,288+107.2% |
| Participation rate | 97.3% | 86.6%+10.7pp | 77.1%+20.2pp | 73.4%+24.0pp |
| Annual return | 14.59% | 20.14%-5.5pp | 91.61%-77.0pp | 53.97%-39.4pp |
| Employer contribution / active EE | $1,719 | $2,789-38.4% | $2,541-32.4% | $2,524-31.9% |
| Participant deferral / active EE | $6,251 | $5,340+17.1% | $4,167+50.0% | $4,232+47.7% |
| Admin fee / account holder | $102 | $154-33.8% | $6,795-98.5% | $114-10.5% |