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.3+ years Filed as: VANGUARD FIDUCIARY TRUST COMPANY Service code 64 · EIN 23-3080210 | Recordkeeping Fees | $49,350 |
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 | $199,589 | $69,305+188.0% | $82,313+142.5% | $69,631+186.6% |
| Participation rate | 99.4% | 80.3%+19.1pp | 76.9%+22.5pp | 70.7%+28.7pp |
| Annual return | 18.85% | 21.47%-2.6pp | 25.88%-7.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $7,168 | $1,887+279.9% | $2,428+195.2% | $2,032+252.7% |
| Participant deferral / active EE | $6,787 | $3,568+90.2% | $3,706+83.1% | $3,224+110.5% |
| Admin fee / account holder | $75 | $97-22.4% | $5,608-98.7% | $110-31.7% |