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 GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $138,547 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $203,793 | $80,360+153.6% | $90,160+126.0% | $77,958+161.4% |
| Participation rate | 92.6% | 81.9%+10.6pp | 76.9%+15.7pp | 71.6%+20.9pp |
| Annual return | 15.61% | 24.56%-8.9pp | 34.88%-19.3pp | 20.87%-5.3pp |
| Employer contribution / active EE | $2,259 | $2,326-2.9% | $3,318-31.9% | $2,310-2.2% |
| Participant deferral / active EE | $8,141 | $5,829+39.7% | $5,288+54.0% | $3,537+130.2% |
| Admin fee / account holder | $63 | $64-1.6% | $5,943-98.9% | $97-35.5% |