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 ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $588,219 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $233,284 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,222 | $140,190+44.2% | $115,756+74.7% | $77,904+159.6% |
| Participation rate | 95.9% | 81.0%+14.9pp | 77.1%+18.8pp | 73.7%+22.2pp |
| Annual return | -15.71% | -13.46%-2.2pp | 143.14%-158.9pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,741 | $3,169-13.5% | $3,793-27.7% | $2,848-3.7% |
| Participant deferral / active EE | $7,905 | $5,401+46.4% | $6,254+26.4% | $4,806+64.5% |
| Admin fee / account holder | $128 | $138-7.5% | $8,124-98.4% | $133-3.4% |