Filed June 5, 2008
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.2 years Filed as: THE VANGUARD GROUP INC Service code 15 · EIN 23-1945930 | Recordkeeping | $123,020 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,405 | $160,882+14.0% | $200,582-8.6% | $102,872+78.3% |
| Participation rate | 95.3% | 91.2%+4.1pp | 86.9%+8.4pp | 73.0%+22.3pp |
| Annual return | 16.70% | 18.15%-1.4pp | 42.33%-25.6pp | 19.06%-2.4pp |
| Employer contribution / active EE | $1,439 | $5,602-74.3% | $6,419-77.6% | $3,526-59.2% |
| Participant deferral / active EE | $8,955 | $9,300-3.7% | $9,331-4.0% | $5,535+61.8% |
| Admin fee / account holder | $70 | $125-43.9% | $16,305-99.6% | $292-76.1% |