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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $113,135 |
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 | $56,314 | $58,758-4.2% | $70,014-19.6% | $63,975-12.0% |
| Participation rate | 98.0% | 77.5%+20.6pp | 71.8%+26.2pp | 71.1%+26.9pp |
| Annual return | 7.44% | 18.05%-10.6pp | 12.99%-5.5pp | 48.65%-41.2pp |
| Employer contribution / active EE | $2,352 | $1,973+19.2% | $2,338+0.6% | $2,182+7.8% |
| Participant deferral / active EE | $3,549 | $2,912+21.9% | $2,931+21.1% | $3,356+5.7% |
| Admin fee / account holder | $39 | $71-44.5% | $4,380-99.1% | $70-44.0% |