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.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $428,457 |
THE VANGUARD GROUP, INC.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $282,826 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,229 | $115,744+92.9% | $100,391+122.4% | $199,593+11.8% |
| Participation rate | 96.4% | 85.7%+10.7pp | 81.5%+14.9pp | 72.0%+24.4pp |
| Annual return | 15.53% | 17.79%-2.3pp | 49.20%-33.7pp | 34.25%-18.7pp |
| Employer contribution / active EE | $9,828 | $3,657+168.7% | $3,942+149.3% | $3,034+223.9% |
| Participant deferral / active EE | $14,988 | $9,844+52.3% | $8,082+85.5% | $5,087+194.6% |
| Admin fee / account holder | $120 | $93+29.7% | $7,899-98.5% | $269-55.2% |