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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,675 | $61,272+93.7% | $149,673-20.7% | $71,457+66.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 17.37% | 35.85%-18.5pp | 134.42%-117.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,000 | $2,378+26.1% | $4,818-37.7% | $2,588+15.9% |
| Participant deferral / active EE | $6,259 | $2,917+114.5% | $5,680+10.2% | $4,289+45.9% |
| Admin fee / account holder | $59 | $1,261-95.3% | $13,210-99.6% | $1,587-96.3% |