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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $693,453 |
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 | $46,563 | $56,274-17.3% | $109,895-57.6% | $106,520-56.3% |
| Participation rate | 31.0% | 46.3%-15.3pp | 74.2%-43.3pp | 71.3%-40.4pp |
| Annual return | 15.50% | 27.85%-12.3pp | 29.45%-14.0pp | 19.28%-3.8pp |
| Employer contribution / active EE | $753 | $1,010-25.4% | $2,842-73.5% | $2,840-73.5% |
| Participant deferral / active EE | $1,212 | $1,973-38.6% | $4,048-70.1% | $4,948-75.5% |
| Admin fee / account holder | $51 | $57-11.1% | $6,066-99.2% | $75-31.9% |