Filed November 21, 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 Service code 15 · EIN 23-1945930 | Recordkeeping | $3,985 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,907 | $47,105-0.4% | $68,368-31.4% | $67,986-31.0% |
| Participation rate | 97.5% | 51.8%+45.7pp | 73.8%+23.7pp | 57.2%+40.3pp |
| Annual return | 14.50% | 48.37%-33.9pp | 292.57%-278.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $2,665 | $1,859+43.4% | $2,649+0.6% | $2,019+32.0% |
| Participant deferral / active EE | $3,523 | $2,374+48.4% | $4,123-14.6% | $3,358+4.9% |
| Admin fee / account holder | $11 | $2,435-99.6% | $5,150-99.8% | $3,203-99.7% |