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 3-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 | Trustee (bank, trust company, or simi... | $40,415 |
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 | $147,444 | $75,183+96.1% | $123,892+19.0% | $55,167+167.3% |
| Participation rate | 99.0% | 72.8%+26.2pp | 81.4%+17.6pp | 69.0%+30.1pp |
| Annual return | 15.10% | 19.01%-3.9pp | 47.52%-32.4pp | 169.23%-154.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $18,050 | $5,084+255.0% | $5,984+201.6% | $3,054+491.0% |
| Admin fee / account holder | $70 | $663-89.4% | $8,357-99.2% | $504-86.1% |