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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $58,971 |
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 | $96,613 | $74,347+29.9% | $93,606+3.2% | $67,579+43.0% |
| Participation rate | 97.8% | 80.6%+17.2pp | 75.8%+21.9pp | 71.3%+26.5pp |
| Annual return | 21.82% | 28.07%-6.3pp | 32.76%-10.9pp | 378.56%-356.7pp |
| Employer contribution / active EE | $4,142 | $2,583+60.3% | $2,718+52.4% | $2,148+92.8% |
| Participant deferral / active EE | $4,622 | $4,060+13.8% | $4,069+13.6% | $3,539+30.6% |
| Admin fee / account holder | $40 | $123-67.2% | $7,888-99.5% | $142-71.7% |