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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $30,041 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,635 | $83,884-28.9% | $64,056-6.9% | $74,419-19.9% |
| Participation rate | 96.9% | 76.6%+20.3pp | 72.3%+24.6pp | 70.7%+26.2pp |
| Annual return | 24.18% | 16.57%+7.6pp | 33.69%-9.5pp | 34.38%-10.2pp |
| Employer contribution / active EE | $2,805 | $3,084-9.0% | $2,747+2.1% | $2,637+6.3% |
| Participant deferral / active EE | $8,972 | $3,692+143.0% | $3,880+131.2% | $4,528+98.1% |
| Admin fee / account holder | $102 | $196-47.9% | $3,068-96.7% | $348-70.6% |