Filed February 29, 2008 (most recent of 3 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.1+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 64 · EIN 23-3080210 | Recordkeeping Fees | $2,840 |
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 | $151,103 | $72,770+107.6% | $67,652+123.4% | $55,191+173.8% |
| Participation rate | 99.6% | 78.8%+20.8pp | 75.7%+23.9pp | 69.2%+30.4pp |
| Annual return | 1.64% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $6,528 | $1,769+269.0% | $2,266+188.1% | $1,899+243.8% |
| Participant deferral / active EE | $6,437 | $3,408+88.9% | $3,560+80.8% | $3,046+111.3% |
| Admin fee / account holder | $4 | $79-94.4% | $4,821-99.9% | $91-95.1% |