Filed January 3, 2008
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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $333,422 |
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 | $88,155 | $61,125+44.2% | $108,579-18.8% | $63,975+37.8% |
| Participation rate | 98.5% | 80.5%+18.0pp | 79.6%+18.9pp | 71.1%+27.3pp |
| Annual return | 8.22% | 14.06%-5.8pp | -51.70%+59.9pp | 48.65%-40.4pp |
| Employer contribution / active EE | $3,469 | $2,237+55.1% | $3,758-7.7% | $2,182+59.0% |
| Participant deferral / active EE | $4,939 | $3,574+38.2% | $4,311+14.6% | $3,356+47.2% |
| Admin fee / account holder | $112 | $72+56.4% | $7,645-98.5% | $70+59.7% |