Filed May 17, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,262 |
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 | $139,240 | $39,245+254.8% | $64,105+117.2% | $52,331+166.1% |
| Participation rate | 98.5% | 58.2%+40.2pp | 68.2%+30.3pp | 68.1%+30.4pp |
| Annual return | -0.51% | 14.79%-15.3pp | 791.24%-791.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,569 | $736+248.9% | $1,820+41.2% | $1,882+36.5% |
| Participant deferral / active EE | $5,563 | $1,992+179.3% | $2,822+97.1% | $3,022+84.1% |
| Admin fee / account holder | $108 | $592-81.9% | $4,499-97.6% | $592-81.8% |