Filed October 29, 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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,201 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,140 | $56,095+16.1% | $178,490-63.5% | $90,288-27.9% |
| Participation rate | 98.3% | 65.6%+32.7pp | 81.9%+16.3pp | 73.4%+24.9pp |
| Annual return | 15.25% | 28.81%-13.6pp | 151.07%-135.8pp | 53.97%-38.7pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $5,666 | $2,669+112.3% | $5,202+8.9% | $4,232+33.9% |
| Admin fee / account holder | $4 | $101-96.0% | $13,984-100.0% | $114-96.5% |