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.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $132,864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,521 | $81,908+49.6% | $90,749+35.0% | $64,808+89.1% |
| Participation rate | 96.4% | 80.5%+15.9pp | 75.7%+20.7pp | 71.5%+24.9pp |
| Annual return | -15.13% | -12.53%-2.6pp | -12.16%-3.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $4,386 | $3,065+43.1% | $2,921+50.2% | $2,506+75.1% |
| Participant deferral / active EE | $6,391 | $4,840+32.0% | $4,564+40.0% | $4,310+48.3% |
| Admin fee / account holder | $146 | $157-6.9% | $8,445-98.3% | $188-22.1% |