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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $217,326 |
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 | $64,153 | $77,559-17.3% | $68,793-6.7% | $75,289-14.8% |
| Participation rate | 99.3% | 78.3%+21.0pp | 72.2%+27.1pp | 72.4%+26.9pp |
| Annual return | -4.80% | -1.01%-3.8pp | -4.63%-0.2pp | -0.04%-4.8pp |
| Employer contribution / active EE | $2,576 | $1,993+29.2% | $2,625-1.9% | $2,405+7.1% |
| Participant deferral / active EE | $4,079 | $3,128+30.4% | $3,311+23.2% | $3,739+9.1% |
| Admin fee / account holder | $78 | $90-13.2% | $5,131-98.5% | $102-23.3% |