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.8+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $123,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,166 | $43,113+236.7% | $82,719+75.5% | $77,904+86.3% |
| Participation rate | 86.3% | 63.8%+22.4pp | 72.6%+13.7pp | 73.7%+12.6pp |
| Annual return | -13.40% | 2.60%-16.0pp | 701.18%-714.6pp | 12.21%-25.6pp |
| Employer contribution / active EE | $7,881 | $1,924+309.5% | $3,009+161.9% | $2,848+176.7% |
| Participant deferral / active EE | $0 | $3,057-100.0% | $4,395-100.0% | $4,806-100.0% |
| Admin fee / account holder | $35 | $102-65.8% | $5,329-99.3% | $133-73.6% |