Filed April 16, 2008 (most recent of 4 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 | $2,019,161 |
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 | $229,291 | $169,122+35.6% | $77,999+194.0% | $329,111-30.3% |
| Participation rate | 99.0% | 88.4%+10.6pp | 75.5%+23.4pp | 67.9%+31.1pp |
| Annual return | 8.42% | 11.00%-2.6pp | 425.96%-417.5pp | 16.35%-7.9pp |
| Employer contribution / active EE | $14,317 | $5,827+145.7% | $2,470+479.6% | $2,303+521.6% |
| Participant deferral / active EE | $11,161 | $8,046+38.7% | $3,497+219.2% | $3,682+203.1% |
| Admin fee / account holder | $103 | $83+24.7% | $5,480-98.1% | $754-86.3% |