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.9+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $121,829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,686 | $52,660+208.9% | $86,612+87.8% | $80,160+103.0% |
| Participation rate | 89.0% | 62.4%+26.6pp | 71.7%+17.3pp | 72.9%+16.1pp |
| Annual return | 16.83% | 24.87%-8.0pp | 591.07%-574.2pp | 40.38%-23.5pp |
| Employer contribution / active EE | $7,967 | $2,140+272.3% | $3,022+163.6% | $2,978+167.6% |
| Participant deferral / active EE | $0 | $3,215-100.0% | $4,438-100.0% | $5,017-100.0% |
| Admin fee / account holder | $33 | $113-70.4% | $5,614-99.4% | $145-77.0% |