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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $42,792 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,743 | $52,670+38.1% | $90,404-19.5% | $73,409-0.9% |
| Participation rate | 89.2% | 67.7%+21.6pp | 72.7%+16.6pp | 72.2%+17.1pp |
| Annual return | 15.08% | 20.70%-5.6pp | 1293.02%-1277.9pp | 59.29%-44.2pp |
| Employer contribution / active EE | $2,447 | $1,872+30.7% | $3,262-25.0% | $2,234+9.5% |
| Participant deferral / active EE | $4,628 | $2,807+64.9% | $3,963+16.8% | $3,805+21.6% |
| Admin fee / account holder | $106 | $117-9.5% | $5,611-98.1% | $158-33.1% |