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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,995 |
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 | $155,968 | $74,347+109.8% | $93,606+66.6% | $67,579+130.8% |
| Participation rate | 89.3% | 80.6%+8.7pp | 75.8%+13.5pp | 71.3%+18.0pp |
| Annual return | 23.11% | 28.07%-5.0pp | 32.76%-9.7pp | 378.56%-355.5pp |
| Employer contribution / active EE | $3,746 | $2,583+45.0% | $2,718+37.8% | $2,148+74.4% |
| Participant deferral / active EE | $5,415 | $4,060+33.4% | $4,069+33.1% | $3,539+53.0% |
| Admin fee / account holder | $14 | $123-88.8% | $7,888-99.8% | $142-90.4% |