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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $119,885 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,416 | $92,055+71.0% | $106,213+48.2% | $77,643+102.7% |
| Participation rate | 96.4% | 81.0%+15.4pp | 75.3%+21.1pp | 70.6%+25.8pp |
| Annual return | 13.34% | 17.91%-4.6pp | 116.14%-102.8pp | 31.24%-17.9pp |
| Employer contribution / active EE | $5,344 | $3,367+58.7% | $3,171+68.5% | $2,726+96.1% |
| Participant deferral / active EE | $7,649 | $5,386+42.0% | $5,016+52.5% | $4,647+64.6% |
| Admin fee / account holder | $131 | $219-40.1% | $11,033-98.8% | $430-69.5% |