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.5+ years Service code 15 · EIN 23-1945930 P.O. BOX 2600 · VALEY FORGE, PA 19482 | Recordkeeping | $9,972 |
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 | $239,046 | $104,486+128.8% | $76,817+211.2% | $152,861+56.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 18.79% | 1013.37%-994.6pp | 1166.11%-1147.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $10,716 | $3,116+243.9% | $2,302+365.5% | $4,762+125.0% |
| Participant deferral / active EE | $17,396 | $4,236+310.7% | $3,336+421.5% | $5,850+197.4% |
| Admin fee / account holder | $113 | $12,275-99.1% | $6,420-98.2% | $11,596-99.0% |