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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $35,239 |
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 | $249,532 | $74,347+235.6% | $93,606+166.6% | $67,579+269.2% |
| Participation rate | 97.8% | 80.6%+17.2pp | 75.8%+22.0pp | 71.3%+26.5pp |
| Annual return | 22.75% | 28.07%-5.3pp | 32.76%-10.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $7,179 | $2,583+177.9% | $2,718+164.1% | $2,148+234.2% |
| Participant deferral / active EE | $8,671 | $4,060+113.6% | $4,069+113.1% | $3,539+145.0% |
| Admin fee / account holder | $78 | $123-36.5% | $7,888-99.0% | $142-45.2% |