Filed April 14, 2007 (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 GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $9,641 |
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 | $18,996 | $37,196-48.9% | $154,107-87.7% | $55,725-65.9% |
| Participation rate | 98.3% | 64.1%+34.2pp | 83.0%+15.3pp | 70.9%+27.5pp |
| Annual return | 0.83% | 1319.68%-1318.9pp | 735.12%-734.3pp | 244.93%-244.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,876 | $2,068+87.4% | $5,081-23.7% | $3,356+15.5% |
| Admin fee / account holder | $172 | $102+69.1% | $13,411-98.7% | $115+49.2% |