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.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $86,151 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $126,583 | $104,317+21.3% | $159,436-20.6% | $86,799+45.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 14.05% | 26.32%-12.3pp | 263.57%-249.5pp | 97.91%-83.9pp |
| Employer contribution / active EE | $8,374 | $3,451+142.7% | $4,829+73.4% | $2,405+248.2% |
| Participant deferral / active EE | $9,778 | $6,837+43.0% | $7,352+33.0% | $4,131+136.7% |
| Admin fee / account holder | $84 | $172-51.4% | $10,799-99.2% | $170-50.6% |