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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $97,092 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $31,134 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,682 | $104,631+51.7% | $98,439+61.2% | $80,160+98.0% |
| Participation rate | 96.9% | 87.5%+9.4pp | 75.2%+21.8pp | 72.9%+24.0pp |
| Annual return | 123.40% | 34.72%+88.7pp | 21.16%+102.2pp | 40.38%+83.0pp |
| Employer contribution / active EE | $5,522 | $4,517+22.3% | $3,048+81.2% | $2,978+85.5% |
| Participant deferral / active EE | $4,259 | $6,545-34.9% | $4,738-10.1% | $5,017-15.1% |
| Admin fee / account holder | $67 | $105-35.8% | $8,948-99.2% | $145-53.6% |