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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,291 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,200 | $61,156+91.6% | $185,823-36.9% | $79,386+47.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 15.01% | 19.45%-4.4pp | 122.05%-107.0pp | 116.85%-101.8pp |
| Employer contribution / active EE | $2,825 | $2,321+21.7% | $5,167-45.3% | $2,427+16.4% |
| Participant deferral / active EE | $5,923 | $2,789+112.4% | $5,568+6.4% | $4,046+46.4% |
| Admin fee / account holder | $60 | $710-91.6% | $16,237-99.6% | $626-90.4% |