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.3 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $105,658 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $194,720 | $47,634+308.8% | $90,404+115.4% | $90,288+115.7% |
| Participation rate | 87.2% | 67.5%+19.7pp | 72.7%+14.5pp | 73.4%+13.8pp |
| Annual return | 13.02% | 19.61%-6.6pp | 1293.02%-1280.0pp | 53.97%-40.9pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $10,123 | $2,824+258.5% | $3,963+155.4% | $4,232+139.2% |
| Admin fee / account holder | $41 | $106-61.2% | $5,611-99.3% | $114-63.9% |