Filed June 4, 2008 (most recent of 3 filings on file)
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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,080 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,385 | $100,801+5.5% | $149,696-28.9% | $73,409+44.9% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.5%+17.1pp | 72.2%+27.4pp |
| Annual return | 15.80% | 265.34%-249.5pp | 276.60%-260.8pp | 59.29%-43.5pp |
| Employer contribution / active EE | $3,895 | $3,312+17.6% | $4,644-16.1% | $2,234+74.4% |
| Participant deferral / active EE | $9,155 | $6,404+43.0% | $6,842+33.8% | $3,805+140.6% |
| Admin fee / account holder | $62 | $181-65.5% | $9,309-99.3% | $158-60.5% |