Filed March 17, 2009
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,962 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 99 · EIN 23-1945930 | Other Fees | $7,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,020 | $130,084+18.4% | $138,135+11.5% | $90,288+70.6% |
| Participation rate | 88.6% | 86.0%+2.6pp | 78.7%+9.9pp | 73.4%+15.3pp |
| Annual return | 14.07% | 14.63%-0.6pp | 20.51%-6.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $4,427 | $5,865-24.5% | $5,587-20.8% | $2,524+75.4% |
| Participant deferral / active EE | $7,846 | $7,099+10.5% | $6,431+22.0% | $4,232+85.4% |
| Admin fee / account holder | $30 | $187-84.0% | $11,856-99.7% | $114-73.8% |