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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,561 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,664 | $95,918+6.0% | $151,611-32.9% | $77,904+30.5% |
| Participation rate | 99.1% | 88.7%+10.3pp | 87.5%+11.6pp | 73.7%+25.4pp |
| Annual return | -16.53% | -5.50%-11.0pp | 3.33%-19.9pp | 12.21%-28.7pp |
| Employer contribution / active EE | $4,447 | $4,330+2.7% | $6,166-27.9% | $2,848+56.2% |
| Participant deferral / active EE | $5,707 | $7,508-24.0% | $8,363-31.8% | $4,806+18.7% |
| Admin fee / account holder | $23 | $93-75.8% | $11,616-99.8% | $133-83.0% |