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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,238 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,352 | $60,989-19.1% | $60,874-18.9% | $66,914-26.2% |
| Participation rate | 96.3% | 74.5%+21.8pp | 73.1%+23.2pp | 69.8%+26.5pp |
| Annual return | -16.88% | -9.60%-7.3pp | 16.90%-33.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,855 | $2,661+7.3% | $2,701+5.7% | $2,544+12.2% |
| Participant deferral / active EE | $8,724 | $3,615+141.3% | $3,817+128.6% | $4,237+105.9% |
| Admin fee / account holder | $56 | $338-83.5% | $3,224-98.3% | $593-90.6% |