Filed April 25, 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 |
|---|---|---|
Service code 26 · EIN 81-1449683 | Advisory (Participants) | $19,414 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 13 · EIN 23-1945930 | Contract Administrator | $12,289 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,545 | $81,248+21.3% | $155,509-36.6% | $80,856+21.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.57% | 33.31%-20.7pp | 64.67%-52.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $7,538 | $3,100+143.1% | $4,672+61.3% | $2,755+173.6% |
| Participant deferral / active EE | $5,805 | $3,452+68.2% | $5,626+3.2% | $4,296+35.1% |
| Admin fee / account holder | $242 | $7,997-97.0% | $15,912-98.5% | $6,918-96.5% |