Filed April 9, 2007 (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 | $56,854 |
Service code 16 · EIN 34-1753575 | Consulting | $25,008 |
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 | $77,605 | $69,159+12.2% | $125,175-38.0% | $67,579+14.8% |
| Participation rate | 98.2% | 78.2%+20.0pp | 79.8%+18.4pp | 71.3%+26.9pp |
| Annual return | 21.19% | 27.12%-5.9pp | 43.79%-22.6pp | 378.56%-357.4pp |
| Employer contribution / active EE | $1,119 | $2,023-44.7% | $3,865-71.1% | $2,148-47.9% |
| Participant deferral / active EE | $4,684 | $3,700+26.6% | $4,937-5.1% | $3,539+32.3% |
| Admin fee / account holder | $150 | $142+6.1% | $9,702-98.5% | $142+5.7% |