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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $96,096 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $285 |
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 | $132,276 | $95,274+38.8% | $135,903-2.7% | $74,419+77.7% |
| Participation rate | 99.5% | 78.2%+21.3pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 19.56% | 32.77%-13.2pp | 68.23%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $9,720 | $3,874+150.9% | $4,856+100.1% | $2,637+268.5% |
| Participant deferral / active EE | $10,842 | $7,782+39.3% | $7,758+39.8% | $4,528+139.4% |
| Admin fee / account holder | $88 | $266-67.0% | $10,762-99.2% | $348-74.8% |