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.7+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $91,579 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,939 | $91,746-32.5% | $146,665-57.8% | $93,030-33.4% |
| Participation rate | 95.4% | 80.9%+14.4pp | 80.1%+15.3pp | 73.9%+21.5pp |
| Annual return | 15.53% | 18.28%-2.8pp | 22.74%-7.2pp | 158.70%-143.2pp |
| Employer contribution / active EE | $27 | $2,815-99.0% | $4,136-99.3% | $2,706-99.0% |
| Participant deferral / active EE | $3,278 | $4,589-28.6% | $5,506-40.5% | $4,562-28.1% |
| Admin fee / account holder | $62 | $101-38.5% | $10,280-99.4% | $152-58.9% |