Filed December 22, 2010 (most recent of 3 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 Filed as: VANGUARD GROUP INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $7,805 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,372 | $51,244+45.1% | $80,975-8.2% | $55,167+34.8% |
| Participation rate | 86.8% | 71.7%+15.1pp | 75.8%+11.0pp | 69.0%+17.8pp |
| Annual return | 7.05% | 17.39%-10.3pp | 17.10%-10.1pp | 169.23%-162.2pp |
| Employer contribution / active EE | $224 | $1,770-87.3% | $3,714-94.0% | $1,963-88.6% |
| Participant deferral / active EE | $2,243 | $4,418-49.2% | $5,696-60.6% | $3,054-26.5% |
| Admin fee / account holder | $28 | $398-93.0% | $5,516-99.5% | $504-94.5% |