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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $47,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,648 | $122,693+7.3% | $184,203-28.5% | $199,593-34.0% |
| Participation rate | 99.3% | 86.8%+12.5pp | 86.8%+12.5pp | 72.0%+27.3pp |
| Annual return | 14.27% | 143.91%-129.6pp | 28.81%-14.5pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,918 | $4,584+7.3% | $6,427-23.5% | $3,034+62.1% |
| Participant deferral / active EE | $6,274 | $7,990-21.5% | $9,131-31.3% | $5,087+23.3% |
| Admin fee / account holder | $26 | $121-78.1% | $13,901-99.8% | $269-90.2% |