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.3+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $6,333 |
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 | $132,744 | $41,256+221.8% | $86,590+53.3% | $77,958+70.3% |
| Participation rate | 94.8% | 63.0%+31.8pp | 73.5%+21.3pp | 71.6%+23.2pp |
| Annual return | 15.73% | 17.67%-1.9pp | 964.84%-949.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $0 | $1,613-100.0% | $2,839-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $7,033 | $2,332+201.6% | $3,609+94.9% | $3,537+98.9% |
| Admin fee / account holder | $2 | $71-97.3% | $4,906-100.0% | $97-98.0% |