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 GROUP INC. Service code 16 · EIN 23-1945930 | Consulting | $155,344 |
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 | $185,651 | $71,106+161.1% | $83,333+122.8% | $75,289+146.6% |
| Participation rate | 92.4% | 82.0%+10.4pp | 77.8%+14.6pp | 72.4%+20.0pp |
| Annual return | -3.73% | -0.56%-3.2pp | 10.63%-14.4pp | -0.04%-3.7pp |
| Employer contribution / active EE | $2,432 | $2,436-0.2% | $3,379-28.0% | $2,405+1.1% |
| Participant deferral / active EE | $8,843 | $6,249+41.5% | $5,565+58.9% | $3,739+136.5% |
| Admin fee / account holder | $68 | $72-5.7% | $7,510-99.1% | $102-33.3% |