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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $889,354 |
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 | $35,993 | $48,447-25.7% | $91,220-60.5% | $89,394-59.7% |
| Participation rate | 23.4% | 46.5%-23.0pp | 73.2%-49.8pp | 71.3%-47.9pp |
| Annual return | -16.34% | -13.16%-3.2pp | 114.01%-130.3pp | -11.89%-4.4pp |
| Employer contribution / active EE | $648 | $1,115-41.9% | $2,850-77.3% | $3,022-78.5% |
| Participant deferral / active EE | $1,132 | $2,235-49.4% | $4,234-73.3% | $5,123-77.9% |
| Admin fee / account holder | $55 | $61-10.3% | $5,420-99.0% | $79-31.1% |