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.5+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $129,432 |
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 | $139,157 | $44,794+210.7% | $90,281+54.1% | $77,787+78.9% |
| Participation rate | 92.5% | 66.6%+25.9pp | 73.3%+19.2pp | 73.2%+19.3pp |
| Annual return | 18.93% | 28.23%-9.3pp | 78.10%-59.2pp | 32.57%-13.6pp |
| Employer contribution / active EE | $8,131 | $1,809+349.6% | $2,854+184.9% | $2,504+224.7% |
| Participant deferral / active EE | $0 | $2,642-100.0% | $3,885-100.0% | $3,967-100.0% |
| Admin fee / account holder | $37 | $94-60.5% | $5,351-99.3% | $100-62.8% |