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.8+ years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $133,663 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,013 | $95,918+32.4% | $151,611-16.2% | $77,904+63.0% |
| Participation rate | 95.7% | 88.7%+7.0pp | 87.5%+8.2pp | 73.7%+22.0pp |
| Annual return | -14.47% | -5.50%-9.0pp | 3.33%-17.8pp | 12.21%-26.7pp |
| Employer contribution / active EE | $1,292 | $4,330-70.2% | $6,166-79.0% | $2,848-54.6% |
| Participant deferral / active EE | $7,535 | $7,508+0.4% | $8,363-9.9% | $4,806+56.8% |
| Admin fee / account holder | $78 | $93-16.6% | $11,616-99.3% | $133-41.3% |