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.2 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $100,110 |
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 | $175,943 | $44,794+292.8% | $90,281+94.9% | $77,787+126.2% |
| Participation rate | 88.2% | 66.6%+21.6pp | 73.3%+14.9pp | 73.2%+14.9pp |
| Annual return | 19.46% | 28.23%-8.8pp | 78.10%-58.6pp | 32.57%-13.1pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,854-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $9,929 | $2,642+275.8% | $3,885+155.5% | $3,967+150.3% |
| Admin fee / account holder | $40 | $94-57.8% | $5,351-99.3% | $100-60.2% |