Filed April 16, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,985 |
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 | $111,904 | $62,324+79.6% | $68,509+63.3% | $55,191+102.8% |
| Participation rate | 99.0% | 78.9%+20.1pp | 74.7%+24.3pp | 69.2%+29.9pp |
| Annual return | 0.01% | 4.26%-4.2pp | 8.27%-8.3pp | 10.78%-10.8pp |
| Employer contribution / active EE | $3,368 | $2,223+51.5% | $2,278+47.9% | $1,899+77.4% |
| Participant deferral / active EE | $4,586 | $3,425+33.9% | $3,382+35.6% | $3,046+50.6% |
| Admin fee / account holder | $7 | $91-92.0% | $5,275-99.9% | $91-92.0% |