Filed April 29, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,088 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,667 | $38,925+1.9% | $73,843-46.3% | $55,191-28.1% |
| Participation rate | 77.9% | 66.0%+11.9pp | 73.4%+4.5pp | 69.2%+8.8pp |
| Annual return | -0.76% | 6.31%-7.1pp | 2267.84%-2268.6pp | 10.78%-11.5pp |
| Employer contribution / active EE | $1,914 | $1,695+13.0% | $2,787-31.3% | $1,899+0.8% |
| Participant deferral / active EE | $3,190 | $2,351+35.7% | $3,583-11.0% | $3,046+4.7% |
| Admin fee / account holder | $10 | $83-88.0% | $4,880-99.8% | $91-89.0% |