Filed April 12, 2007 (most recent of 3 filings on file)
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $629,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,158 | $100,921-20.6% | $82,313-2.6% | $177,276-54.8% |
| Participation rate | 95.1% | 86.9%+8.1pp | 76.9%+18.2pp | 74.8%+20.2pp |
| Annual return | 19.52% | 20.33%-0.8pp | 25.88%-6.4pp | 21.25%-1.7pp |
| Employer contribution / active EE | $2,128 | $3,145-32.4% | $2,428-12.4% | $2,479-14.2% |
| Participant deferral / active EE | $5,385 | $5,192+3.7% | $3,706+45.3% | $3,881+38.8% |
| Admin fee / account holder | $73 | $64+14.3% | $5,608-98.7% | $154-52.4% |