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.4+ years Filed as: VANGUARD GROUP, INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $1,223,668 |
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 | $162,640 | $104,281+56.0% | $140,016+16.2% | $68,904+136.0% |
| Participation rate | 96.8% | 89.1%+7.7pp | 87.5%+9.3pp | 74.1%+22.7pp |
| Annual return | -4.03% | -1.33%-2.7pp | 651.12%-655.1pp | 1.07%-5.1pp |
| Employer contribution / active EE | $5,531 | $4,070+35.9% | $5,606-1.3% | $2,540+117.7% |
| Participant deferral / active EE | $9,286 | $6,129+51.5% | $6,927+34.1% | $4,015+131.3% |
| Admin fee / account holder | $90 | $79+14.8% | $10,705-99.2% | $71+26.8% |