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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $620,071 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $589,386 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $6,000 |
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 | $86,933 | $106,520-18.4% | $453,369-80.8% | $106,520-18.4% |
| Participation rate | 81.1% | 71.3%+9.8pp | 78.0%+3.1pp | 71.3%+9.8pp |
| Annual return | 17.58% | 19.28%-1.7pp | 64.40%-46.8pp | 19.28%-1.7pp |
| Employer contribution / active EE | $257 | $2,840-90.9% | $4,070-93.7% | $2,840-90.9% |
| Participant deferral / active EE | $3,040 | $4,948-38.6% | $6,209-51.0% | $4,948-38.6% |
| Admin fee / account holder | $99 | $75+32.7% | $11,209-99.1% | $75+32.7% |