Filed April 9, 2008 (most recent of 2 filings on file)
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.4+ years Filed as: VANGUARD Service code 38 · EIN 23-1945930 P.O. BOX 2900 · VALLEY FORGE, PA 194822900 | Participant Communication | $2,584 |
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 | $198,633 | $75,388+163.5% | $123,544+60.8% | $55,725+256.5% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.3%+16.0pp | 70.9%+27.5pp |
| Annual return | -4.64% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $13,491 | $3,063+340.4% | $4,628+191.5% | $2,078+549.2% |
| Participant deferral / active EE | $8,163 | $5,651+44.5% | $6,426+27.0% | $3,356+143.3% |
| Admin fee / account holder | $4 | $120-97.1% | $9,284-100.0% | $115-97.0% |