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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,550 |
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 | $113,801 | $110,699+2.8% | $177,821-36.0% | $90,288+26.0% |
| Participation rate | 98.8% | 88.3%+10.4pp | 87.7%+11.1pp | 73.4%+25.4pp |
| Annual return | 17.59% | 22.79%-5.2pp | 48.32%-30.7pp | 53.97%-36.4pp |
| Employer contribution / active EE | $4,245 | $4,118+3.1% | $5,918-28.3% | $2,524+68.2% |
| Participant deferral / active EE | $5,076 | $6,731-24.6% | $7,714-34.2% | $4,232+19.9% |
| Admin fee / account holder | $8 | $90-90.8% | $12,427-99.9% | $114-92.8% |