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.4+ years Filed as: THE VANGUARD GROUP Service code 14 · EIN 23-1945930 | Plan Administrator | $84,371 |
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 | $131,299 | $82,546+59.1% | $140,016-6.2% | $75,289+74.4% |
| Participation rate | 93.3% | 88.4%+4.9pp | 87.5%+5.8pp | 72.4%+20.8pp |
| Annual return | -2.97% | -0.36%-2.6pp | 651.12%-654.1pp | -0.04%-2.9pp |
| Employer contribution / active EE | $1,077 | $3,856-72.1% | $5,606-80.8% | $2,405-55.2% |
| Participant deferral / active EE | $6,962 | $5,731+21.5% | $6,927+0.5% | $3,739+86.2% |
| Admin fee / account holder | $69 | $86-19.2% | $10,705-99.4% | $102-32.2% |