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.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $49,344 |
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $31,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,629 | $93,131+25.2% | $106,548+9.5% | $86,799+34.4% |
| Participation rate | 97.3% | 81.4%+15.8pp | 76.1%+21.1pp | 72.3%+25.0pp |
| Annual return | 13.96% | 19.45%-5.5pp | 26.80%-12.8pp | 97.91%-83.9pp |
| Employer contribution / active EE | $5,242 | $2,895+81.0% | $2,819+86.0% | $2,405+117.9% |
| Participant deferral / active EE | $5,592 | $4,708+18.8% | $4,398+27.2% | $4,131+35.4% |
| Admin fee / account holder | $57 | $145-60.9% | $7,407-99.2% | $170-66.5% |