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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $12,991 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,567 | $66,813+58.0% | $100,516+5.0% | $73,488+43.7% |
| Participation rate | 80.7% | 77.5%+3.2pp | 79.4%+1.3pp | 70.7%+10.0pp |
| Annual return | 15.61% | 25.70%-10.1pp | 30.89%-15.3pp | 28.51%-12.9pp |
| Employer contribution / active EE | $279 | $2,147-87.0% | $3,418-91.8% | $2,270-87.7% |
| Participant deferral / active EE | $2,854 | $5,883-51.5% | $6,270-54.5% | $3,740-23.7% |
| Admin fee / account holder | $54 | $512-89.5% | $8,081-99.3% | $513-89.5% |