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.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $57,706 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,439 | $81,908+181.3% | $90,749+153.9% | $64,808+255.6% |
| Participation rate | 98.7% | 80.5%+18.2pp | 75.7%+23.0pp | 71.5%+27.2pp |
| Annual return | -14.46% | -12.53%-1.9pp | -12.16%-2.3pp | 32.82%-47.3pp |
| Employer contribution / active EE | $8,552 | $3,065+179.0% | $2,921+192.8% | $2,506+241.3% |
| Participant deferral / active EE | $10,987 | $4,840+127.0% | $4,564+140.7% | $4,310+154.9% |
| Admin fee / account holder | $124 | $157-20.9% | $8,445-98.5% | $188-33.8% |