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.3 years Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $632,382 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $123,906 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,825 | $103,482+104.7% | $130,231+62.7% | $103,482+104.7% |
| Participation rate | 96.3% | 73.3%+23.1pp | 76.3%+20.1pp | 73.3%+23.1pp |
| Annual return | 12.86% | 33.11%-20.3pp | 38.77%-25.9pp | 33.11%-20.3pp |
| Employer contribution / active EE | $2,884 | $3,208-10.1% | $4,126-30.1% | $3,208-10.1% |
| Participant deferral / active EE | $8,594 | $5,207+65.0% | $6,799+26.4% | $5,207+65.0% |
| Admin fee / account holder | $112 | $114-2.3% | $6,020-98.1% | $114-2.3% |