Filed January 3, 2007 (most recent of 5 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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,209 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $46,461 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,029 | $61,058+288.2% | $71,209+232.9% | $85,563+177.0% |
| Participation rate | 99.4% | 58.6%+40.8pp | 73.8%+25.6pp | 66.0%+33.4pp |
| Annual return | 15.48% | 100.41%-84.9pp | 282.51%-267.0pp | 31.51%-16.0pp |
| Employer contribution / active EE | $8,340 | $2,199+279.3% | $2,721+206.5% | $2,654+214.3% |
| Participant deferral / active EE | $14,159 | $3,173+346.3% | $4,175+239.1% | $4,375+223.6% |
| Admin fee / account holder | $123 | $855-85.6% | $5,349-97.7% | $834-85.2% |