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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,948 | $112,686+2.9% | $169,993-31.8% | $80,160+44.6% |
| Participation rate | 99.1% | 87.4%+11.8pp | 87.0%+12.1pp | 72.9%+26.2pp |
| Annual return | 19.82% | 67.04%-47.2pp | 53.37%-33.6pp | 40.38%-20.6pp |
| Employer contribution / active EE | $4,490 | $4,481+0.2% | $6,785-33.8% | $2,978+50.8% |
| Participant deferral / active EE | $5,756 | $7,876-26.9% | $10,408-44.7% | $5,017+14.7% |
| Admin fee / account holder | $27 | $99-73.2% | $12,815-99.8% | $145-81.6% |