Filed June 19, 2007 (most recent of 2 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.10+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $116,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,611 | $55,331+217.4% | $81,812+114.7% | $199,593-12.0% |
| Participation rate | 89.0% | 62.5%+26.5pp | 72.3%+16.7pp | 72.0%+17.0pp |
| Annual return | 12.39% | 19.59%-7.2pp | 773.79%-761.4pp | 34.25%-21.9pp |
| Employer contribution / active EE | $8,334 | $2,101+296.7% | $2,912+186.2% | $3,034+174.7% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $31 | $346-91.0% | $7,386-99.6% | $269-88.4% |