Filed October 9, 2009 (most recent of 4 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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $675,084 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $111,004 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,669 | $130,267+101.6% | $145,661+80.3% | $102,872+155.3% |
| Participation rate | 97.0% | 83.3%+13.6pp | 77.2%+19.7pp | 73.0%+23.9pp |
| Annual return | 17.79% | 17.79%0pp | 101.46%-83.7pp | 19.06%-1.3pp |
| Employer contribution / active EE | $3,377 | $4,061-16.8% | $4,238-20.3% | $3,526-4.2% |
| Participant deferral / active EE | $8,932 | $6,550+36.4% | $7,198+24.1% | $5,535+61.4% |
| Admin fee / account holder | $119 | $396-69.8% | $12,466-99.0% | $292-59.1% |