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.10+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $119,100 |
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 | $67,001 | $2,679,533-97.5% | $164,813-59.3% | $199,593-66.4% |
| Participation rate | 94.5% | 78.3%+16.2pp | 78.6%+15.9pp | 72.0%+22.5pp |
| Annual return | 16.39% | 17.93%-1.5pp | 69.93%-53.5pp | 34.25%-17.9pp |
| Employer contribution / active EE | $366 | $2,970-87.7% | $4,341-91.6% | $3,034-87.9% |
| Participant deferral / active EE | $4,447 | $5,010-11.2% | $6,031-26.3% | $5,087-12.6% |
| Admin fee / account holder | $82 | $1,982-95.9% | $12,690-99.4% | $269-69.5% |