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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,793 |
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 | $97,061 | $58,879+64.8% | $178,490-45.6% | $73,488+32.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.41% | 24.86%-10.4pp | 151.07%-136.7pp | 28.51%-14.1pp |
| Employer contribution / active EE | $2,471 | $2,236+10.5% | $5,011-50.7% | $2,270+8.8% |
| Participant deferral / active EE | $5,070 | $2,567+97.5% | $5,202-2.5% | $3,740+35.6% |
| Admin fee / account holder | $29 | $400-92.7% | $13,984-99.8% | $513-94.3% |