Filed January 18, 2008
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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $72,659 |
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 | $121,929 | $68,413+78.2% | $123,104-1.0% | $55,191+120.9% |
| Participation rate | 93.0% | 84.5%+8.4pp | 86.8%+6.2pp | 69.2%+23.8pp |
| Annual return | -0.14% | 6.30%-6.4pp | 13.22%-13.4pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,659 | $3,050+20.0% | $5,151-29.0% | $1,899+92.7% |
| Participant deferral / active EE | $6,280 | $4,490+39.8% | $6,230+0.8% | $3,046+106.1% |
| Admin fee / account holder | $221 | $88+151.6% | $9,015-97.5% | $91+143.4% |