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.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $613,105 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $277,413 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,100 |
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 | $257,869 | $164,864+56.4% | $453,369-43.1% | $93,030+177.2% |
| Participation rate | 95.8% | 84.2%+11.6pp | 78.0%+17.8pp | 73.9%+21.9pp |
| Annual return | 17.71% | 17.89%-0.2pp | 64.40%-46.7pp | 158.70%-141.0pp |
| Employer contribution / active EE | $2,678 | $3,519-23.9% | $4,070-34.2% | $2,706-1.0% |
| Participant deferral / active EE | $8,132 | $5,690+42.9% | $6,209+31.0% | $4,562+78.2% |
| Admin fee / account holder | $141 | $104+35.9% | $11,209-98.7% | $152-6.7% |