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 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 | $155,817 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $26,664 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,735 | $112,623+56.9% | $106,213+66.4% | $199,593-11.5% |
| Participation rate | 97.0% | 86.2%+10.7pp | 75.3%+21.7pp | 72.0%+25.0pp |
| Annual return | 12.87% | 15.57%-2.7pp | 116.14%-103.3pp | 34.25%-21.4pp |
| Employer contribution / active EE | $6,097 | $4,575+33.3% | $3,171+92.2% | $3,034+100.9% |
| Participant deferral / active EE | $7,673 | $6,659+15.2% | $5,016+53.0% | $5,087+50.8% |
| Admin fee / account holder | $98 | $107-8.7% | $11,033-99.1% | $269-63.6% |