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.7+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $126,945 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,234 | $52,626+238.7% | $98,442+81.1% | $93,030+91.6% |
| Participation rate | 87.0% | 65.3%+21.7pp | 73.3%+13.7pp | 73.9%+13.1pp |
| Annual return | 13.19% | 16.95%-3.8pp | 1492.73%-1479.5pp | 158.70%-145.5pp |
| Employer contribution / active EE | $7,963 | $1,894+320.5% | $2,960+169.1% | $2,706+194.3% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,562-100.0% |
| Admin fee / account holder | $37 | $102-63.7% | $5,949-99.4% | $152-75.5% |