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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $154,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,535 | $38,032-6.6% | $87,507-59.4% | $329,111-89.2% |
| Participation rate | 31.4% | 43.3%-11.9pp | 73.8%-42.5pp | 67.9%-36.5pp |
| Annual return | 9.67% | 7.09%+2.6pp | 12.21%-2.5pp | 16.35%-6.7pp |
| Employer contribution / active EE | $423 | $677-37.5% | $2,550-83.4% | $2,303-81.6% |
| Participant deferral / active EE | $1,082 | $1,260-14.2% | $3,149-65.7% | $3,682-70.6% |
| Admin fee / account holder | $17 | $50-65.7% | $4,221-99.6% | $754-97.7% |