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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,840 |
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 | $161,016 | $85,135+89.1% | $98,907+62.8% | $73,409+119.3% |
| Participation rate | 90.4% | 81.1%+9.3pp | 76.0%+14.4pp | 72.2%+18.3pp |
| Annual return | 18.84% | 19.14%-0.3pp | 196.43%-177.6pp | 59.29%-40.5pp |
| Employer contribution / active EE | $3,784 | $2,721+39.1% | $2,689+40.7% | $2,234+69.4% |
| Participant deferral / active EE | $5,579 | $4,349+28.3% | $4,244+31.4% | $3,805+46.6% |
| Admin fee / account holder | $17 | $139-87.8% | $6,642-99.7% | $158-89.2% |