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.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,758 |
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 | $61,125 | $54,121+12.9% | $134,143-54.4% | $73,409-16.7% |
| Participation rate | 8.5% | 64.4%-55.9pp | 72.2%-63.7pp | 72.2%-63.7pp |
| Annual return | 14.74% | -312.52%+327.3pp | 36.33%-21.6pp | 59.29%-44.5pp |
| Employer contribution / active EE | $286 | $1,402-79.6% | $3,704-92.3% | $2,234-87.2% |
| Participant deferral / active EE | $538 | $2,844-81.1% | $3,499-84.6% | $3,805-85.9% |
| Admin fee / account holder | $91 | $132-31.2% | $6,684-98.6% | $158-42.3% |