Filed October 8, 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.11+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $204,293 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,142 | $128,899+5.6% | $113,168+20.3% | $102,872+32.3% |
| Participation rate | 95.5% | 87.0%+8.5pp | 76.6%+18.9pp | 73.0%+22.5pp |
| Annual return | 16.80% | 15.88%+0.9pp | 24.27%-7.5pp | 19.06%-2.3pp |
| Employer contribution / active EE | $2,622 | $3,713-29.4% | $2,975-11.9% | $3,526-25.6% |
| Participant deferral / active EE | $8,453 | $6,787+24.6% | $5,107+65.5% | $5,535+52.7% |
| Admin fee / account holder | $96 | $129-26.0% | $12,068-99.2% | $292-67.2% |