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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $209,509 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,742 | $114,195+46.9% | $106,548+57.4% | $93,030+80.3% |
| Participation rate | 98.7% | 86.4%+12.3pp | 76.1%+22.6pp | 73.9%+24.8pp |
| Annual return | 13.67% | 22.18%-8.5pp | 26.80%-13.1pp | 158.70%-145.0pp |
| Employer contribution / active EE | $7,494 | $4,009+86.9% | $2,819+165.9% | $2,706+177.0% |
| Participant deferral / active EE | $7,519 | $5,908+27.3% | $4,398+71.0% | $4,562+64.8% |
| Admin fee / account holder | $45 | $105-57.5% | $7,407-99.4% | $152-70.6% |