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 16 · EIN 23-1945930 | Consulting | $181,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,293 | $70,106+115.8% | $80,975+86.8% | $63,975+136.5% |
| Participation rate | 94.6% | 79.4%+15.3pp | 75.8%+18.8pp | 71.1%+23.5pp |
| Annual return | 8.52% | 13.93%-5.4pp | 17.10%-8.6pp | 48.65%-40.1pp |
| Employer contribution / active EE | $6,688 | $2,042+227.6% | $3,714+80.1% | $2,182+206.6% |
| Participant deferral / active EE | $11,511 | $5,245+119.5% | $5,696+102.1% | $3,356+243.0% |
| Admin fee / account holder | $44 | $57-22.2% | $5,516-99.2% | $70-37.0% |