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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $55,687 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,465 | $65,908+34.2% | $81,812+8.1% | $77,643+13.9% |
| Participation rate | 90.3% | 65.8%+24.5pp | 72.3%+18.0pp | 70.6%+19.7pp |
| Annual return | 12.35% | 26.64%-14.3pp | 773.79%-761.4pp | 31.24%-18.9pp |
| Employer contribution / active EE | $3,123 | $2,370+31.7% | $2,912+7.2% | $2,726+14.6% |
| Participant deferral / active EE | $5,798 | $3,505+65.4% | $4,319+34.3% | $4,647+24.8% |
| Admin fee / account holder | $114 | $526-78.4% | $7,386-98.5% | $430-73.6% |