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.4 years Filed as: VANGUARD ADVISERS, INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,384 | $59,417+213.7% | $93,606+99.1% | $74,495+150.2% |
| Participation rate | 96.4% | 59.7%+36.7pp | 68.7%+27.7pp | 67.2%+29.2pp |
| Annual return | 12.26% | 81.83%-69.6pp | 133.20%-120.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $3,215 | $1,264+154.5% | $2,420+32.9% | $2,623+22.6% |
| Participant deferral / active EE | $5,994 | $3,050+96.5% | $4,411+35.9% | $4,346+37.9% |
| Admin fee / account holder | $71 | $3,021-97.7% | $8,285-99.1% | $1,942-96.4% |