Filed January 12, 2010 (most recent of 2 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.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $134,689 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 37 · EIN 23-1945930 | Loan Processing | $56,888 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,707 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,558 | $112,623+66.5% | $106,213+76.6% | $199,593-6.0% |
| Participation rate | 97.5% | 86.2%+11.2pp | 75.3%+22.2pp | 72.0%+25.5pp |
| Annual return | 12.88% | 15.57%-2.7pp | 116.14%-103.3pp | 34.25%-21.4pp |
| Employer contribution / active EE | $7,589 | $4,575+65.9% | $3,171+139.3% | $3,034+150.1% |
| Participant deferral / active EE | $8,828 | $6,659+32.6% | $5,016+76.0% | $5,087+73.6% |
| Admin fee / account holder | $46 | $107-56.8% | $11,033-99.6% | $269-82.8% |