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.5 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $101,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,180 | $43,113+306.3% | $82,719+111.8% | $77,904+124.9% |
| Participation rate | 83.3% | 63.8%+19.5pp | 72.6%+10.8pp | 73.7%+9.6pp |
| Annual return | -13.68% | 2.60%-16.3pp | 701.18%-714.9pp | 12.21%-25.9pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,009-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $9,261 | $3,057+203.0% | $4,395+110.7% | $4,806+92.7% |
| Admin fee / account holder | $38 | $102-63.0% | $5,329-99.3% | $133-71.5% |