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.3 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,706 | $54,701+237.7% | $86,188+114.3% | $71,457+158.5% |
| Participation rate | 92.5% | 60.1%+32.4pp | 69.0%+23.5pp | 67.9%+24.6pp |
| Annual return | 16.88% | 20.06%-3.2pp | 1168.45%-1151.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,661 | $1,265+110.4% | $2,380+11.8% | $2,588+2.9% |
| Participant deferral / active EE | $5,702 | $3,108+83.5% | $3,985+43.1% | $4,289+33.0% |
| Admin fee / account holder | $66 | $1,922-96.6% | $6,852-99.0% | $1,587-95.9% |