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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $56,978 |
Service code 16 · EIN 34-1753575 | Consulting | $42,849 |
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 | $84,896 | $78,419+8.3% | $133,956-36.6% | $73,409+15.6% |
| Participation rate | 96.2% | 78.6%+17.6pp | 79.8%+16.3pp | 72.2%+24.0pp |
| Annual return | 14.98% | 33.35%-18.4pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,209 | $2,044-40.8% | $3,919-69.1% | $2,234-45.9% |
| Participant deferral / active EE | $5,175 | $3,925+31.8% | $5,048+2.5% | $3,805+36.0% |
| Admin fee / account holder | $180 | $161+11.4% | $8,927-98.0% | $158+13.8% |