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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,028 | $47,898+37.8% | $117,472-43.8% | $64,808+1.9% |
| Participation rate | 19.8% | 61.9%-42.1pp | 70.6%-50.8pp | 71.5%-51.7pp |
| Annual return | -15.28% | -15.54%+0.3pp | 29.74%-45.0pp | 32.82%-48.1pp |
| Employer contribution / active EE | $561 | $1,774-68.4% | $4,176-86.6% | $2,506-77.6% |
| Participant deferral / active EE | $1,201 | $3,151-61.9% | $4,070-70.5% | $4,310-72.1% |
| Admin fee / account holder | $94 | $132-28.7% | $5,645-98.3% | $188-50.0% |