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.6+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $134,988 |
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 | $158,300 | $47,634+232.3% | $90,404+75.1% | $90,288+75.3% |
| Participation rate | 91.2% | 67.5%+23.7pp | 72.7%+18.5pp | 73.4%+17.8pp |
| Annual return | 13.47% | 19.61%-6.1pp | 1293.02%-1279.5pp | 53.97%-40.5pp |
| Employer contribution / active EE | $7,946 | $1,749+354.3% | $3,262+143.6% | $2,524+214.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $40 | $106-61.8% | $5,611-99.3% | $114-64.5% |