Filed November 15, 2010 (most recent of 4 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $110,373 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 27 · EIN 94-2192581 | Advisory (Plan) | $7,164 |
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 | $51,419 | $54,890-6.3% | $63,517-19.0% | $59,188-13.1% |
| Participation rate | 98.9% | 75.6%+23.4pp | 71.0%+27.9pp | 69.4%+29.5pp |
| Annual return | 0.22% | 4.56%-4.3pp | -70.30%+70.5pp | 5.51%-5.3pp |
| Employer contribution / active EE | $2,332 | $1,831+27.4% | $2,322+0.4% | $2,098+11.2% |
| Participant deferral / active EE | $3,375 | $2,803+20.4% | $2,953+14.3% | $3,265+3.4% |
| Admin fee / account holder | $42 | $66-36.1% | $5,892-99.3% | $92-54.2% |