Filed January 5, 2009
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $738,687 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $307,112 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,080 | $152,281+18.3% | $106,213+69.5% | $99,062+81.8% |
| Participation rate | 96.4% | 92.2%+4.2pp | 75.3%+21.1pp | 71.6%+24.8pp |
| Annual return | 13.13% | 15.00%-1.9pp | 116.14%-103.0pp | 17.66%-4.5pp |
| Employer contribution / active EE | $4,295 | $5,348-19.7% | $3,171+35.4% | $3,262+31.7% |
| Participant deferral / active EE | $7,676 | $8,206-6.5% | $5,016+53.0% | $5,331+44.0% |
| Admin fee / account holder | $72 | $77-7.3% | $11,033-99.3% | $109-34.1% |