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.2 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $17,235 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,908 | $49,451+278.0% | $79,550+135.0% | $66,914+179.3% |
| Participation rate | 94.0% | 61.3%+32.6pp | 69.5%+24.5pp | 69.8%+24.2pp |
| Annual return | -15.86% | 84.25%-100.1pp | 0.16%-16.0pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,265 | $1,266+158.0% | $2,413+35.3% | $2,544+28.3% |
| Participant deferral / active EE | $7,193 | $3,159+127.7% | $3,985+80.5% | $4,237+69.8% |
| Admin fee / account holder | $78 | $595-86.8% | $6,832-98.9% | $593-86.8% |