Filed June 7, 2010 (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.1+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $828,297 |
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 | $118,569 | $83,458+42.1% | $123,104-3.7% | $67,505+75.6% |
| Participation rate | 97.6% | 84.5%+13.2pp | 86.8%+10.9pp | 71.2%+26.4pp |
| Annual return | 0.75% | 1.29%-0.5pp | 13.22%-12.5pp | 6.52%-5.8pp |
| Employer contribution / active EE | $5,691 | $3,087+84.4% | $5,151+10.5% | $2,173+161.9% |
| Participant deferral / active EE | $9,035 | $5,379+68.0% | $6,230+45.0% | $3,597+151.2% |
| Admin fee / account holder | $52 | $60-13.7% | $9,015-99.4% | $56-8.2% |