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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,530 |
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 | $93,732 | $95,776-2.1% | $162,163-42.2% | $77,787+20.5% |
| Participation rate | 98.3% | 88.6%+9.7pp | 87.6%+10.8pp | 73.2%+25.1pp |
| Annual return | 25.02% | 37.03%-12.0pp | 115.59%-90.6pp | 32.57%-7.6pp |
| Employer contribution / active EE | $3,774 | $3,874-2.6% | $5,614-32.8% | $2,504+50.7% |
| Participant deferral / active EE | $4,520 | $6,125-26.2% | $7,298-38.1% | $3,967+13.9% |
| Admin fee / account holder | $3 | $88-96.5% | $10,843-100.0% | $100-96.9% |