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.6+ years Filed as: THE VANGUARD GROUP Service code 14 · EIN 23-1945930 | Plan Administrator | $120,231 |
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 | $153,061 | $110,699+38.3% | $177,821-13.9% | $90,288+69.5% |
| Participation rate | 95.4% | 88.3%+7.1pp | 87.7%+7.7pp | 73.4%+22.1pp |
| Annual return | 14.62% | 22.79%-8.2pp | 48.32%-33.7pp | 53.97%-39.4pp |
| Employer contribution / active EE | $618 | $4,118-85.0% | $5,918-89.6% | $2,524-75.5% |
| Participant deferral / active EE | $6,852 | $6,731+1.8% | $7,714-11.2% | $4,232+61.9% |
| Admin fee / account holder | $81 | $90-9.9% | $12,427-99.3% | $114-28.9% |