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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $256,080 |
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $138,058 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,793 | $131,153+126.3% | $101,326+192.9% | $102,872+188.5% |
| Participation rate | 92.7% | 80.8%+11.9pp | 81.5%+11.2pp | 73.0%+19.7pp |
| Annual return | 16.81% | 23.05%-6.2pp | 36.82%-20.0pp | 19.06%-2.2pp |
| Employer contribution / active EE | $2,452 | $3,900-37.1% | $3,665-33.1% | $3,526-30.5% |
| Participant deferral / active EE | $11,440 | $10,801+5.9% | $7,994+43.1% | $5,535+106.7% |
| Admin fee / account holder | $148 | $140+5.9% | $11,185-98.7% | $292-49.4% |