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.3+ years Filed as: THE VANGUARD GROUP Service code 14 · EIN 23-1945930 | Plan Administrator | $107,726 |
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 | $140,353 | $89,274+57.2% | $149,718-6.3% | $77,958+80.0% |
| Participation rate | 93.0% | 87.6%+5.4pp | 87.1%+6.0pp | 71.6%+21.4pp |
| Annual return | 20.06% | 20.36%-0.3pp | 1501.63%-1481.6pp | 20.87%-0.8pp |
| Employer contribution / active EE | $920 | $3,727-75.3% | $5,445-83.1% | $2,310-60.2% |
| Participant deferral / active EE | $6,707 | $5,382+24.6% | $6,569+2.1% | $3,537+89.7% |
| Admin fee / account holder | $89 | $240-62.7% | $11,283-99.2% | $97-8.1% |