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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $48,401 |
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 | $79,885 | $65,223+22.5% | $80,019-0.2% | $55,725+43.4% |
| Participation rate | 98.2% | 80.6%+17.6pp | 75.8%+22.3pp | 70.9%+27.3pp |
| Annual return | -4.51% | 7.59%-12.1pp | 11.22%-15.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $4,214 | $2,544+65.6% | $2,468+70.7% | $2,078+102.8% |
| Participant deferral / active EE | $4,485 | $3,881+15.6% | $3,686+21.7% | $3,356+33.6% |
| Admin fee / account holder | $31 | $114-72.5% | $6,521-99.5% | $115-72.8% |