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.2+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $7,514 |
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 | $119,712 | $34,495+247.0% | $78,689+52.1% | $63,975+87.1% |
| Participation rate | 92.9% | 60.8%+32.1pp | 73.6%+19.3pp | 71.1%+21.7pp |
| Annual return | 7.32% | 11.62%-4.3pp | 62.18%-54.9pp | 48.65%-41.3pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $2,851-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $7,118 | $2,100+238.9% | $3,517+102.4% | $3,356+112.1% |
| Admin fee / account holder | $2 | $68-96.5% | $4,510-99.9% | $70-96.7% |