Filed January 3, 2007 (most recent of 5 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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $44,551 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $34,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,584 | $52,208+255.5% | $86,612+114.3% | $74,419+149.4% |
| Participation rate | 99.8% | 66.3%+33.5pp | 71.7%+28.1pp | 70.7%+29.1pp |
| Annual return | 16.77% | 44.46%-27.7pp | 591.07%-574.3pp | 34.38%-17.6pp |
| Employer contribution / active EE | $7,368 | $2,282+222.8% | $3,022+143.8% | $2,637+179.3% |
| Participant deferral / active EE | $12,556 | $3,383+271.1% | $4,438+182.9% | $4,528+177.3% |
| Admin fee / account holder | $97 | $319-69.5% | $5,614-98.3% | $348-72.1% |