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 Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $47,064 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $36,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,292 | $81,908+16.3% | $90,749+5.0% | $64,808+47.0% |
| Participation rate | 96.5% | 80.5%+16.0pp | 75.7%+20.8pp | 71.5%+25.0pp |
| Annual return | -15.34% | -12.53%-2.8pp | -12.16%-3.2pp | 32.82%-48.2pp |
| Employer contribution / active EE | $4,831 | $3,065+57.6% | $2,921+65.4% | $2,506+92.8% |
| Participant deferral / active EE | $5,778 | $4,840+19.4% | $4,564+26.6% | $4,310+34.0% |
| Admin fee / account holder | $56 | $157-64.2% | $8,445-99.3% | $188-70.0% |