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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,500 |
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 | $89,846 | $88,122+2.0% | $141,162-36.4% | $67,579+32.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.5%+17.5pp | 71.3%+28.7pp |
| Annual return | 23.18% | 75.40%-52.2pp | 71.39%-48.2pp | 378.56%-355.4pp |
| Employer contribution / active EE | $7,279 | $3,224+125.7% | $4,735+53.7% | $2,148+238.9% |
| Participant deferral / active EE | $7,807 | $5,958+31.0% | $6,709+16.4% | $3,539+120.6% |
| Admin fee / account holder | $51 | $131-61.1% | $10,261-99.5% | $142-64.3% |