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.2+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 12 · EIN 23-2186884 | Redemption fees; Float revenue; Trust... | $61,198 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $0 |
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 | $215,812 | $80,177+169.2% | $123,892+74.2% | $57,658+274.3% |
| Participation rate | 99.5% | 74.4%+25.1pp | 81.4%+18.1pp | 70.2%+29.3pp |
| Annual return | 9.88% | 17.90%-8.0pp | 47.52%-37.6pp | 5.13%+4.7pp |
| Employer contribution / active EE | $7,560 | $2,913+159.6% | $4,617+63.7% | $1,974+283.0% |
| Participant deferral / active EE | $10,738 | $5,130+109.3% | $5,984+79.4% | $3,061+250.8% |
| Admin fee / account holder | $77 | $106-27.9% | $8,357-99.1% | $95-18.9% |