Filed April 16, 2008 (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.5+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $104,018 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,664 | $73,125-34.8% | $125,175-61.9% | $77,787-38.7% |
| Participation rate | 95.9% | 79.4%+16.4pp | 79.8%+16.1pp | 73.2%+22.7pp |
| Annual return | 21.23% | 24.71%-3.5pp | 43.79%-22.6pp | 32.57%-11.3pp |
| Employer contribution / active EE | $164 | $2,413-93.2% | $3,865-95.8% | $2,504-93.5% |
| Participant deferral / active EE | $3,096 | $3,966-21.9% | $4,937-37.3% | $3,967-22.0% |
| Admin fee / account holder | $124 | $89+38.2% | $9,702-98.7% | $100+23.5% |