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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $50,454 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,542 | $52,208+56.2% | $86,612-5.9% | $74,419+9.6% |
| Participation rate | 94.2% | 66.3%+27.9pp | 71.7%+22.5pp | 70.7%+23.5pp |
| Annual return | 17.35% | 44.46%-27.1pp | 591.07%-573.7pp | 34.38%-17.0pp |
| Employer contribution / active EE | $3,007 | $2,282+31.8% | $3,022-0.5% | $2,637+14.0% |
| Participant deferral / active EE | $5,789 | $3,383+71.1% | $4,438+30.4% | $4,528+27.8% |
| Admin fee / account holder | $107 | $319-66.3% | $5,614-98.1% | $348-69.1% |