Filed February 8, 2008 (most recent of 2 filings on file)
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 | $26,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,315 | $96,018-13.2% | $65,493+27.2% | $85,563-2.6% |
| Participation rate | 98.5% | 74.8%+23.7pp | 73.1%+25.4pp | 66.0%+32.6pp |
| Annual return | 20.03% | 14.51%+5.5pp | 982.45%-962.4pp | 31.51%-11.5pp |
| Employer contribution / active EE | $5,798 | $3,235+79.2% | $2,574+125.2% | $2,654+118.5% |
| Participant deferral / active EE | $9,308 | $4,055+129.6% | $3,961+135.0% | $4,375+112.7% |
| Admin fee / account holder | $70 | $271-74.0% | $5,028-98.6% | $834-91.6% |