Filed November 21, 2011
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.5+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $26,832 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $301,524 | $66,310+354.7% | $93,606+222.1% | $65,185+362.6% |
| Participation rate | 99.4% | 74.0%+25.5pp | 75.8%+23.6pp | 70.2%+29.2pp |
| Annual return | 24.64% | 42.58%-17.9pp | 32.76%-8.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $8,216 | $2,012+308.3% | $2,718+202.3% | $2,177+277.5% |
| Participant deferral / active EE | $11,255 | $3,342+236.8% | $4,069+176.6% | $3,514+220.3% |
| Admin fee / account holder | $118 | $6,897-98.3% | $7,888-98.5% | $847-86.1% |