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.9+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $107,361 |
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 | $59,703 | $84,993-29.8% | $129,995-54.1% | $80,160-25.5% |
| Participation rate | 95.1% | 79.5%+15.6pp | 78.5%+16.6pp | 72.9%+22.2pp |
| Annual return | 20.46% | 23.76%-3.3pp | -137.18%+157.6pp | 40.38%-19.9pp |
| Employer contribution / active EE | $487 | $3,051-84.0% | $4,320-88.7% | $2,978-83.7% |
| Participant deferral / active EE | $4,205 | $4,984-15.6% | $5,820-27.7% | $5,017-16.2% |
| Admin fee / account holder | $74 | $391-81.1% | $10,614-99.3% | $145-48.9% |