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 year Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $15,493 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,802 | $59,263+274.3% | $96,562+129.7% | $79,386+179.4% |
| Participation rate | 96.6% | 61.9%+34.7pp | 69.8%+26.8pp | 70.7%+25.9pp |
| Annual return | 11.55% | 27.07%-15.5pp | 37.78%-26.2pp | 116.85%-105.3pp |
| Employer contribution / active EE | $3,393 | $1,216+179.1% | $2,356+44.0% | $2,427+39.8% |
| Participant deferral / active EE | $7,564 | $2,948+156.6% | $3,849+96.5% | $4,046+87.0% |
| Admin fee / account holder | $76 | $658-88.4% | $6,181-98.8% | $626-87.8% |