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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,026 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $195,247 | $54,573+257.8% | $90,951+114.7% | $73,488+165.7% |
| Participation rate | 93.8% | 61.2%+32.6pp | 69.0%+24.8pp | 70.7%+23.1pp |
| Annual return | 11.25% | 16.69%-5.4pp | 134.60%-123.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $2,643 | $991+166.6% | $2,122+24.6% | $2,270+16.4% |
| Participant deferral / active EE | $5,580 | $2,517+121.7% | $3,373+65.4% | $3,740+49.2% |
| Admin fee / account holder | $62 | $521-88.1% | $5,959-99.0% | $513-87.9% |