Filed December 2, 2011 (most recent of 2 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 | $2,369,045 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,536 | $65,877+155.8% | $115,037+46.5% | $69,651+142.0% |
| Participation rate | 97.6% | 58.1%+39.4pp | 81.4%+16.2pp | 66.6%+31.0pp |
| Annual return | 1.35% | 6.03%-4.7pp | 26.14%-24.8pp | 53.77%-52.4pp |
| Employer contribution / active EE | $4,436 | $1,712+159.0% | $4,608-3.7% | $2,241+98.0% |
| Participant deferral / active EE | $9,487 | $4,216+125.0% | $6,026+57.4% | $3,635+161.0% |
| Admin fee / account holder | $71 | $77-7.9% | $8,175-99.1% | $63+12.7% |