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.5+ years Filed as: THE VANGUARD GROUP Service code 14 · EIN 23-1945930 | Plan Administrator | $120,176 |
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 | $134,104 | $95,776+40.0% | $162,163-17.3% | $77,787+72.4% |
| Participation rate | 95.9% | 88.6%+7.2pp | 87.6%+8.3pp | 73.2%+22.7pp |
| Annual return | 26.99% | 37.03%-10.0pp | 115.59%-88.6pp | 32.57%-5.6pp |
| Employer contribution / active EE | $1,163 | $3,874-70.0% | $5,614-79.3% | $2,504-53.6% |
| Participant deferral / active EE | $6,605 | $6,125+7.8% | $7,298-9.5% | $3,967+66.5% |
| Admin fee / account holder | $80 | $88-9.0% | $10,843-99.3% | $100-20.3% |