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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,508 |
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 | $54,428 | $54,237+0.4% | $90,281-39.7% | $67,579-19.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 24.38% | 37.27%-12.9pp | 78.10%-53.7pp | 378.56%-354.2pp |
| Employer contribution / active EE | $2,114 | $1,846+14.5% | $2,854-26.0% | $2,148-1.6% |
| Participant deferral / active EE | $3,929 | $2,625+49.7% | $3,885+1.1% | $3,539+11.0% |
| Admin fee / account holder | $14 | $123-88.8% | $5,351-99.7% | $142-90.2% |