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 | $121,661 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,850 | $70,106+160.8% | $80,975+125.8% | $63,975+185.8% |
| Participation rate | 92.5% | 79.4%+13.1pp | 75.8%+16.7pp | 71.1%+21.4pp |
| Annual return | 8.13% | 13.93%-5.8pp | 17.10%-9.0pp | 48.65%-40.5pp |
| Employer contribution / active EE | $1,231 | $2,042-39.7% | $3,714-66.9% | $2,182-43.6% |
| Participant deferral / active EE | $8,129 | $5,245+55.0% | $5,696+42.7% | $3,356+142.2% |
| Admin fee / account holder | $55 | $57-3.5% | $5,516-99.0% | $70-21.9% |