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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $172,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,510 | $53,136-35.1% | $155,509-77.8% | $199,593-82.7% |
| Participation rate | 83.9% | 64.1%+19.8pp | 78.2%+5.7pp | 72.0%+11.9pp |
| Annual return | 13.88% | 41.15%-27.3pp | 64.67%-50.8pp | 34.25%-20.4pp |
| Employer contribution / active EE | $4,409 | $1,851+138.2% | $4,672-5.6% | $3,034+45.3% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $6 | $185-96.8% | $15,912-100.0% | $269-97.8% |