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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,930 |
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 | $164,659 | $42,548+287.0% | $74,550+120.9% | $56,287+192.5% |
| Participation rate | 93.7% | 60.5%+33.2pp | 69.1%+24.6pp | 69.9%+23.9pp |
| Annual return | -4.79% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,514 | $855+194.0% | $1,961+28.2% | $2,111+19.1% |
| Participant deferral / active EE | $5,749 | $2,277+152.4% | $3,108+85.0% | $3,350+71.6% |
| Admin fee / account holder | $74 | $467-84.1% | $5,060-98.5% | $521-85.7% |