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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $123,343 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,372 | $84,784+67.9% | $98,439+44.6% | $74,419+91.3% |
| Participation rate | 95.9% | 81.5%+14.4pp | 75.2%+20.8pp | 70.7%+25.2pp |
| Annual return | 16.13% | 20.59%-4.5pp | 21.16%-5.0pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,792 | $3,364+42.4% | $3,048+57.2% | $2,637+81.7% |
| Participant deferral / active EE | $6,923 | $5,218+32.7% | $4,738+46.1% | $4,528+52.9% |
| Admin fee / account holder | $135 | $204-34.2% | $8,948-98.5% | $348-61.3% |