Filed November 5, 2008
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 | $2,190 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,321 | $48,076+162.8% | $78,689+60.5% | $62,891+100.9% |
| Participation rate | 98.2% | 65.2%+33.0pp | 73.6%+24.7pp | 69.3%+28.9pp |
| Annual return | 8.06% | 31.35%-23.3pp | 62.18%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $11,038 | $2,015+447.9% | $2,851+287.2% | $2,281+383.9% |
| Participant deferral / active EE | $6,567 | $2,588+153.8% | $3,517+86.7% | $3,203+105.0% |
| Admin fee / account holder | $21 | $3,207-99.3% | $4,510-99.5% | $4,296-99.5% |