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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $15,398 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,763 | $55,002-64.1% | $59,878-67.0% | $56,287-64.9% |
| Participation rate | 84.2% | 75.9%+8.3pp | 74.7%+9.5pp | 69.9%+14.3pp |
| Annual return | -1.27% | 1.13%-2.4pp | 3.46%-4.7pp | -9.96%+8.7pp |
| Employer contribution / active EE | $1,925 | $2,448-21.4% | $2,722-29.3% | $2,111-8.8% |
| Participant deferral / active EE | $5,581 | $3,121+78.8% | $3,402+64.1% | $3,350+66.6% |
| Admin fee / account holder | $106 | $236-55.1% | $3,590-97.1% | $521-79.7% |