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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $398,188 |
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 | $88,878 | $64,311+38.2% | $110,238-19.4% | $75,289+18.0% |
| Participation rate | 96.6% | 79.3%+17.4pp | 79.8%+16.8pp | 72.4%+24.2pp |
| Annual return | -4.85% | -1.74%-3.1pp | 314.74%-319.6pp | -0.04%-4.8pp |
| Employer contribution / active EE | $3,840 | $2,404+59.7% | $3,826+0.3% | $2,405+59.6% |
| Participant deferral / active EE | $5,195 | $3,892+33.5% | $4,672+11.2% | $3,739+39.0% |
| Admin fee / account holder | $117 | $88+33.9% | $8,547-98.6% | $102+14.7% |