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.6+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 26 · EIN 23-2186884 | Advisory (Participants) | $2,522,276 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,181 | $106,2220% | $379,746-72.0% | $106,2220% |
| Participation rate | 98.1% | 70.8%+27.3pp | 78.4%+19.7pp | 70.8%+27.3pp |
| Annual return | 22.57% | 21.69%+0.9pp | 34.90%-12.3pp | 21.69%+0.9pp |
| Employer contribution / active EE | $5,757 | $2,723+111.4% | $3,540+62.6% | $2,723+111.4% |
| Participant deferral / active EE | $4,441 | $4,600-3.4% | $6,024-26.3% | $4,600-3.4% |
| Admin fee / account holder | $52 | $78-33.6% | $7,927-99.3% | $78-33.6% |