Filed April 2, 2007
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $697,755 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $6,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,262 | $64,975-22.6% | $97,226-48.3% | $106,382-52.8% |
| Participation rate | 23.6% | 45.4%-21.7pp | 72.7%-49.1pp | 69.9%-46.2pp |
| Annual return | 15.35% | 15.21%+0.1pp | 75.13%-59.8pp | 17.37%-2.0pp |
| Employer contribution / active EE | $686 | $1,126-39.1% | $2,729-74.9% | $3,364-79.6% |
| Participant deferral / active EE | $1,218 | $2,466-50.6% | $4,264-71.4% | $5,569-78.1% |
| Admin fee / account holder | $37 | $69-46.3% | $5,654-99.3% | $79-53.5% |