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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $3,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,759 | $45,000-47.2% | $143,757-83.5% | $77,904-69.5% |
| Participation rate | 79.8% | 66.8%+13.0pp | 80.3%-0.5pp | 73.7%+6.1pp |
| Annual return | -16.97% | 29.03%-46.0pp | -0.04%-16.9pp | 12.21%-29.2pp |
| Employer contribution / active EE | $3,767 | $1,870+101.5% | $4,951-23.9% | $2,848+32.3% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $3 | $98-96.5% | $14,673-100.0% | $133-97.4% |