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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,890 |
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 | $128,920 | $65,223+97.7% | $80,019+61.1% | $55,725+131.4% |
| Participation rate | 88.5% | 80.6%+8.0pp | 75.8%+12.7pp | 70.9%+17.7pp |
| Annual return | -3.43% | 7.59%-11.0pp | 11.22%-14.6pp | 244.93%-248.4pp |
| Employer contribution / active EE | $3,542 | $2,544+39.2% | $2,468+43.5% | $2,078+70.5% |
| Participant deferral / active EE | $5,050 | $3,881+30.1% | $3,686+37.0% | $3,356+50.5% |
| Admin fee / account holder | $6 | $114-94.9% | $6,521-99.9% | $115-94.9% |