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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $18,242 |
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 | $188,001 | $49,138+282.6% | $84,015+123.8% | $65,185+188.4% |
| Participation rate | 95.8% | 60.7%+35.0pp | 69.0%+26.8pp | 70.2%+25.6pp |
| Annual return | 20.78% | 23.00%-2.2pp | 71.31%-50.5pp | 29.38%-8.6pp |
| Employer contribution / active EE | $2,670 | $914+192.2% | $1,983+34.6% | $2,177+22.7% |
| Participant deferral / active EE | $6,004 | $2,397+150.5% | $3,239+85.4% | $3,514+70.9% |
| Admin fee / account holder | $73 | $543-86.5% | $6,101-98.8% | $847-91.4% |