Filed September 23, 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 9-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 | $26,548 |
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 | $196,061 | $65,223+200.6% | $80,019+145.0% | $55,725+251.8% |
| Participation rate | 98.5% | 80.6%+17.9pp | 75.8%+22.7pp | 70.9%+27.6pp |
| Annual return | -3.78% | 7.59%-11.4pp | 11.22%-15.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $7,073 | $2,544+178.0% | $2,468+186.6% | $2,078+240.3% |
| Participant deferral / active EE | $7,781 | $3,881+100.5% | $3,686+111.1% | $3,356+131.9% |
| Admin fee / account holder | $55 | $114-51.4% | $6,521-99.1% | $115-51.8% |