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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,215 |
Service code 16 · EIN 34-1753575 | Consulting | $28,638 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $12,770 |
Filed as: HIGHLAND CONSULTING ASSOC Service code 16 · EIN 34-1753575 | Consulting | $9,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,227 | $71,142-5.5% | $119,609-43.8% | $64,808+3.7% |
| Participation rate | 98.7% | 78.6%+20.1pp | 79.3%+19.4pp | 71.5%+27.2pp |
| Annual return | -14.90% | -10.01%-4.9pp | -14.97%+0.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,288 | $2,497-48.4% | $4,232-69.6% | $2,506-48.6% |
| Participant deferral / active EE | $5,841 | $4,490+30.1% | $5,602+4.3% | $4,310+35.5% |
| Admin fee / account holder | $169 | $162+4.0% | $10,323-98.4% | $188-10.2% |