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.5 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $801,086 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $432,291 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $10,450 |
Employer contribution per participant 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 | $97,659 | $140,769-30.6% | $145,661-33.0% | $140,769-30.6% |
| Participation rate | 85.2% | 74.2%+11.0pp | 77.2%+7.9pp | 74.2%+11.0pp |
| Annual return | 18.16% | 16.82%+1.3pp | 101.46%-83.3pp | 16.82%+1.3pp |
| Employer contribution / active EE | $302 | $3,906-92.3% | $4,238-92.9% | $3,906-92.3% |
| Participant deferral / active EE | $4,355 | $6,717-35.2% | $7,198-39.5% | $6,717-35.2% |
| Admin fee / account holder | $96 | $229-58.2% | $12,466-99.2% | $229-58.2% |