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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,187 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,022 | $58,290+40.7% | $98,442-16.7% | $86,799-5.5% |
| Participation rate | 87.3% | 68.3%+19.0pp | 73.3%+14.0pp | 72.3%+15.0pp |
| Annual return | 13.17% | 43.48%-30.3pp | 1492.73%-1479.6pp | 97.91%-84.7pp |
| Employer contribution / active EE | $2,577 | $2,008+28.3% | $2,960-12.9% | $2,405+7.1% |
| Participant deferral / active EE | $5,215 | $3,152+65.4% | $4,276+22.0% | $4,131+26.2% |
| Admin fee / account holder | $77 | $138-44.2% | $5,949-98.7% | $170-54.7% |