Filed November 27, 2008 (most recent of 3 filings on file)
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.4+ years Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALEY FORGE, PA 19482 | Recordkeeping | $9,395 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $175,310 | $91,911+90.7% | $68,793+154.8% | $135,375+29.5% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -2.26% | -8.22%+6.0pp | -4.63%+2.4pp | 519.73%-522.0pp |
| Employer contribution / active EE | $191,952 | $3,924+4792.3% | $2,625+7212.3% | $4,779+3916.8% |
| Participant deferral / active EE | $226,002 | $4,315+5137.3% | $3,311+6725.6% | $5,609+3929.4% |
| Admin fee / account holder | $67 | $9,240-99.3% | $5,131-98.7% | $10,827-99.4% |