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.4 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $103,649 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,760 | $52,626+310.0% | $98,442+119.2% | $93,030+131.9% |
| Participation rate | 82.9% | 65.3%+17.6pp | 73.3%+9.6pp | 73.9%+9.0pp |
| Annual return | 13.40% | 16.95%-3.5pp | 1492.73%-1479.3pp | 158.70%-145.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,960-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $10,033 | $2,907+245.1% | $4,276+134.6% | $4,562+119.9% |
| Admin fee / account holder | $42 | $102-59.3% | $5,949-99.3% | $152-72.6% |