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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,982 | $118,337+5.6% | $189,513-34.1% | $93,030+34.3% |
| Participation rate | 98.3% | 89.1%+9.2pp | 87.8%+10.5pp | 73.9%+24.4pp |
| Annual return | 16.42% | 21.77%-5.4pp | 555.15%-538.7pp | 158.70%-142.3pp |
| Employer contribution / active EE | $4,228 | $4,204+0.6% | $6,162-31.4% | $2,706+56.3% |
| Participant deferral / active EE | $5,253 | $7,123-26.3% | $8,221-36.1% | $4,562+15.1% |
| Admin fee / account holder | $7 | $100-93.1% | $12,045-99.9% | $152-95.4% |