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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,490 | $60,795-46.6% | $69,455-53.2% | $65,185-50.2% |
| Participation rate | 96.6% | 74.9%+21.7pp | 74.6%+22.0pp | 70.2%+26.4pp |
| Annual return | 40.74% | 17.46%+23.3pp | 28.97%+11.8pp | 29.38%+11.4pp |
| Employer contribution / active EE | $2,448 | $2,452-0.2% | $2,779-11.9% | $2,177+12.5% |
| Participant deferral / active EE | $7,393 | $3,162+133.8% | $3,535+109.1% | $3,514+110.4% |
| Admin fee / account holder | $91 | $314-71.0% | $3,839-97.6% | $847-89.3% |