Filed April 19, 2007 (most recent of 2 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 |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $53,594 |
THE VANGUARD GROUP, INC.11+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,270 | $85,515+128.3% | $112,040+74.3% | $67,986+187.2% |
| Participation rate | 99.5% | 68.2%+31.2pp | 76.5%+23.0pp | 57.2%+42.2pp |
| Annual return | 17.08% | 29.68%-12.6pp | 24.52%-7.4pp | 31.67%-14.6pp |
| Employer contribution / active EE | $5,308 | $2,191+142.2% | $2,954+79.7% | $2,019+162.9% |
| Participant deferral / active EE | $8,931 | $4,014+122.5% | $5,098+75.2% | $3,358+166.0% |
| Admin fee / account holder | $243 | $3,774-93.6% | $12,098-98.0% | $3,203-92.4% |