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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $985,938 |
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 | $43,833 | $57,458-23.7% | $95,745-54.2% | $96,393-54.5% |
| Participation rate | 23.4% | 47.9%-24.5pp | 72.3%-48.8pp | 71.3%-47.8pp |
| Annual return | 21.37% | 17.80%+3.6pp | 28.35%-7.0pp | 22.88%-1.5pp |
| Employer contribution / active EE | $671 | $1,155-41.9% | $2,835-76.3% | $3,238-79.3% |
| Participant deferral / active EE | $1,170 | $2,443-52.1% | $4,245-72.4% | $5,455-78.6% |
| Admin fee / account holder | $56 | $61-7.1% | $5,678-99.0% | $74-23.8% |