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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,530 |
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 | $91,141 | $58,778+55.1% | $129,207-29.5% | $77,643+17.4% |
| Participation rate | 15.7% | 59.2%-43.5pp | 69.6%-53.9pp | 70.6%-54.8pp |
| Annual return | 13.36% | 24.73%-11.4pp | 9417.33%-9404.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $498 | $1,952-74.5% | $4,153-88.0% | $2,726-81.7% |
| Participant deferral / active EE | $996 | $3,212-69.0% | $4,168-76.1% | $4,647-78.6% |
| Admin fee / account holder | $88 | $589-85.1% | $7,715-98.9% | $430-79.6% |