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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,501 |
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 | $56,413 | $47,648+18.4% | $130,648-56.8% | $67,579-16.5% |
| Participation rate | 13.6% | 60.4%-46.8pp | 71.7%-58.1pp | 71.3%-57.7pp |
| Annual return | 23.89% | 25.73%-1.8pp | 1708.96%-1685.1pp | 378.56%-354.7pp |
| Employer contribution / active EE | $403 | $1,408-71.4% | $4,092-90.2% | $2,148-81.2% |
| Participant deferral / active EE | $796 | $2,616-69.6% | $3,603-77.9% | $3,539-77.5% |
| Admin fee / account holder | $86 | $105-17.7% | $5,464-98.4% | $142-39.3% |