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.4+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $64,821 |
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 | $122,646 | $37,884+223.7% | $79,464+54.3% | $75,289+62.9% |
| Participation rate | 93.4% | 65.0%+28.4pp | 73.3%+20.0pp | 72.4%+20.9pp |
| Annual return | -3.38% | 1.06%-4.4pp | 718.14%-721.5pp | -0.04%-3.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,800-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $8,188 | $2,569+218.7% | $3,704+121.1% | $3,739+119.0% |
| Admin fee / account holder | $19 | $77-74.8% | $5,113-99.6% | $102-81.1% |