Filed January 1, 2012
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 6-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 GROUP INC. Service code 26 · EIN 23-1945930 | Advisory (Participants) | $64,141 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,374 | $88,730-28.6% | $82,313-23.0% | $77,958-18.7% |
| Participation rate | 92.2% | 84.5%+7.6pp | 76.9%+15.3pp | 71.6%+20.5pp |
| Annual return | 16.42% | 20.88%-4.5pp | 25.88%-9.5pp | 20.87%-4.5pp |
| Employer contribution / active EE | $1,412 | $2,758-48.8% | $2,428-41.9% | $2,310-38.9% |
| Participant deferral / active EE | $5,116 | $4,634+10.4% | $3,706+38.0% | $3,537+44.7% |
| Admin fee / account holder | $18 | $74-75.1% | $5,608-99.7% | $97-81.1% |