Filed April 9, 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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,357 |
Service code 16 · EIN 34-1753575 | Consulting | $39,757 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,572 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,664 | $86,225-1.8% | $146,665-42.3% | $86,799-2.5% |
| Participation rate | 97.2% | 78.0%+19.3pp | 80.1%+17.2pp | 72.3%+25.0pp |
| Annual return | 12.97% | 31.23%-18.3pp | 22.74%-9.8pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,309 | $2,392-45.3% | $4,136-68.4% | $2,405-45.6% |
| Participant deferral / active EE | $5,611 | $4,245+32.2% | $5,506+1.9% | $4,131+35.8% |
| Admin fee / account holder | $168 | $195-14.0% | $10,280-98.4% | $170-1.0% |