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.2+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $951,049 |
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 | $147,592 | $82,683+78.5% | $133,980+10.2% | $65,292+126.1% |
| Participation rate | 97.5% | 87.3%+10.1pp | 87.1%+10.4pp | 72.4%+25.0pp |
| Annual return | 9.68% | 9.63%+0.1pp | 29.30%-19.6pp | 11.84%-2.2pp |
| Employer contribution / active EE | $5,165 | $3,583+44.1% | $5,211-0.9% | $2,302+124.4% |
| Participant deferral / active EE | $8,338 | $5,190+60.6% | $6,282+32.7% | $3,579+133.0% |
| Admin fee / account holder | $68 | $66+3.8% | $9,324-99.3% | $57+18.9% |