Filed October 31, 2011 (most recent of 3 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 FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-2186884 | Advisory (Participants) | $2,463,030 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,004 | $89,569-0.6% | $392,568-77.3% | $89,569-0.6% |
| Participation rate | 97.1% | 69.6%+27.6pp | 78.1%+19.1pp | 69.6%+27.6pp |
| Annual return | 23.61% | 34.56%-10.9pp | 24.42%-0.8pp | 34.56%-10.9pp |
| Employer contribution / active EE | $5,281 | $2,584+104.4% | $3,783+39.6% | $2,584+104.4% |
| Participant deferral / active EE | $4,116 | $4,220-2.5% | $5,985-31.2% | $4,220-2.5% |
| Admin fee / account holder | $52 | $72-27.6% | $6,260-99.2% | $72-27.6% |