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.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $365,811 |
THE VANGUARD GROUP, INC.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $250,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,156 | $103,918+89.7% | $94,646+108.3% | $80,160+146.0% |
| Participation rate | 93.9% | 85.8%+8.1pp | 80.8%+13.1pp | 72.9%+21.0pp |
| Annual return | 21.58% | 27.77%-6.2pp | 156.71%-135.1pp | 40.38%-18.8pp |
| Employer contribution / active EE | $8,604 | $3,539+143.1% | $3,672+134.3% | $2,978+188.9% |
| Participant deferral / active EE | $13,328 | $9,528+39.9% | $7,418+79.7% | $5,017+165.6% |
| Admin fee / account holder | $106 | $96+9.4% | $7,231-98.5% | $145-27.2% |