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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $33,923 |
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 | $72,738 | $74,024-1.7% | $77,999-6.7% | $57,658+26.2% |
| Participation rate | 98.5% | 79.7%+18.7pp | 75.5%+23.0pp | 70.2%+28.2pp |
| Annual return | 8.36% | 12.14%-3.8pp | 425.96%-417.6pp | 5.13%+3.2pp |
| Employer contribution / active EE | $3,810 | $2,365+61.1% | $2,470+54.3% | $1,974+93.0% |
| Participant deferral / active EE | $3,626 | $3,533+2.6% | $3,497+3.7% | $3,061+18.5% |
| Admin fee / account holder | $21 | $93-77.2% | $5,480-99.6% | $95-77.5% |