Filed December 16, 2010
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.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 21 · EIN 23-2186884 | Bank Trustee | $64,759 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
THE VANGUARD GROUP, INC.1+ years Service code 60 | Sub-TA Fees | $0 |
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 | $188,589 | $88,324+113.5% | $115,037+63.9% | $55,191+241.7% |
| Participation rate | 97.1% | 72.5%+24.6pp | 81.4%+15.7pp | 69.2%+27.9pp |
| Annual return | -2.48% | 6.30%-8.8pp | 26.14%-28.6pp | 10.78%-13.3pp |
| Employer contribution / active EE | $6,663 | $2,805+137.5% | $4,608+44.6% | $1,899+250.9% |
| Participant deferral / active EE | $10,081 | $5,042+99.9% | $6,026+67.3% | $3,046+230.9% |
| Admin fee / account holder | $78 | $105-26.0% | $8,175-99.0% | $91-14.1% |