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 Service code 14 · EIN 23-1945930 | Plan Administrator | $77,101 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $119,429 | $80,354+48.6% | $133,980-10.9% | $63,975+86.7% |
| Participation rate | 91.9% | 87.5%+4.4pp | 87.1%+4.9pp | 71.1%+20.8pp |
| Annual return | 13.77% | 13.11%+0.7pp | 29.30%-15.5pp | 48.65%-34.9pp |
| Employer contribution / active EE | $870 | $3,503-75.2% | $5,211-83.3% | $2,182-60.1% |
| Participant deferral / active EE | $6,546 | $5,239+25.0% | $6,282+4.2% | $3,356+95.0% |
| Admin fee / account holder | $66 | $69-5.3% | $9,324-99.3% | $70-6.8% |