Filed January 6, 2009
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 year Service code 15 · EIN 23-1945930 | Recordkeeping | $4,125 |
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 | $72,070 | $47,977+50.2% | $154,107-53.2% | $56,287+28.0% |
| Participation rate | 96.8% | 66.2%+30.6pp | 83.0%+13.7pp | 69.9%+26.9pp |
| Annual return | -3.06% | 3.54%-6.6pp | 735.12%-738.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,192 | $2,169+1.1% | $5,298-58.6% | $2,111+3.8% |
| Participant deferral / active EE | $4,808 | $2,392+101.0% | $5,081-5.4% | $3,350+43.5% |
| Admin fee / account holder | $28 | $438-93.6% | $13,411-99.8% | $521-94.6% |