Filed June 4, 2008 (most recent of 3 filings on file)
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $49,802 |
Annual investment return 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 | $71,324 | $75,388-5.4% | $123,544-42.3% | $55,725+28.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -6.32% | 4.48%-10.8pp | 119.20%-125.5pp | 244.93%-251.3pp |
| Employer contribution / active EE | $6,900 | $3,063+125.3% | $4,628+49.1% | $2,078+232.0% |
| Participant deferral / active EE | $7,034 | $5,651+24.5% | $6,426+9.5% | $3,356+109.6% |
| Admin fee / account holder | $49 | $120-58.7% | $9,284-99.5% | $115-57.1% |