Filed March 6, 2007
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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,235 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,819 | $80,005+1.0% | $140,016-42.3% | $55,725+45.0% |
| Participation rate | 98.5% | 87.0%+11.5pp | 87.5%+11.0pp | 70.9%+27.6pp |
| Annual return | -5.38% | 0.46%-5.8pp | 651.12%-656.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,859 | $3,403+13.4% | $5,606-31.2% | $2,078+85.7% |
| Participant deferral / active EE | $4,630 | $5,264-12.0% | $6,927-33.2% | $3,356+38.0% |
| Admin fee / account holder | $2 | $116-98.6% | $10,705-100.0% | $115-98.6% |