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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,341 |
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 | $79,166 | $75,284+5.2% | $91,001-13.0% | $69,631+13.7% |
| Participation rate | 97.3% | 80.4%+16.9pp | 75.6%+21.7pp | 70.7%+26.6pp |
| Annual return | 14.90% | 48.40%-33.5pp | 4.60%+10.3pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $3,985 | $2,473+61.2% | $2,456+62.3% | $2,032+96.1% |
| Participant deferral / active EE | $3,975 | $3,700+7.4% | $3,547+12.0% | $3,224+23.3% |
| Admin fee / account holder | $26 | $111-76.9% | $5,417-99.5% | $110-76.8% |