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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $118,385 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,798 | $93,131+63.0% | $106,548+42.5% | $86,799+74.9% |
| Participation rate | 95.7% | 81.4%+14.3pp | 76.1%+19.6pp | 72.3%+23.4pp |
| Annual return | 12.50% | 19.45%-7.0pp | 26.80%-14.3pp | 97.91%-85.4pp |
| Employer contribution / active EE | $3,925 | $2,895+35.6% | $2,819+39.2% | $2,405+63.2% |
| Participant deferral / active EE | $5,804 | $4,708+23.3% | $4,398+32.0% | $4,131+40.5% |
| Admin fee / account holder | $135 | $145-7.2% | $7,407-98.2% | $170-20.6% |