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 ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $608,758 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $486,214 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $5,700 |
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 | $71,941 | $89,394-19.5% | $115,756-37.9% | $89,394-19.5% |
| Participation rate | 81.1% | 71.3%+9.8pp | 77.1%+4.0pp | 71.3%+9.8pp |
| Annual return | -15.29% | -11.89%-3.4pp | 143.14%-158.4pp | -11.89%-3.4pp |
| Employer contribution / active EE | $256 | $3,022-91.5% | $3,793-93.3% | $3,022-91.5% |
| Participant deferral / active EE | $3,249 | $5,123-36.6% | $6,254-48.1% | $5,123-36.6% |
| Admin fee / account holder | $93 | $79+17.5% | $8,124-98.9% | $79+17.5% |