Filed April 17, 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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $191,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,964 | $46,219+47.0% | $89,391-24.0% | $90,288-24.7% |
| Participation rate | 51.4% | 44.9%+6.5pp | 68.0%-16.6pp | 73.4%-21.9pp |
| Annual return | 16.36% | 25.71%-9.4pp | 245.62%-229.3pp | 53.97%-37.6pp |
| Employer contribution / active EE | $967 | $953+1.5% | $2,586-62.6% | $2,524-61.7% |
| Participant deferral / active EE | $2,553 | $2,136+19.5% | $3,890-34.4% | $4,232-39.7% |
| Admin fee / account holder | $73 | $147-50.0% | $4,881-98.5% | $114-35.7% |