Filed April 9, 2007
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 Service code 15 · EIN 23-1945930 | Recordkeeping | $11,651 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,538 | $407,990-88.3% | $121,196-60.8% | $75,289-36.9% |
| Participation rate | 11.0% | 59.5%-48.5pp | 71.7%-60.7pp | 72.4%-61.4pp |
| Annual return | -3.34% | 2.93%-6.3pp | 16.93%-20.3pp | -0.04%-3.3pp |
| Employer contribution / active EE | $310 | $1,846-83.2% | $4,022-92.3% | $2,405-87.1% |
| Participant deferral / active EE | $542 | $2,201-75.4% | $3,344-83.8% | $3,739-85.5% |
| Admin fee / account holder | $65 | $455-85.8% | $5,019-98.7% | $102-36.7% |