Filed April 2, 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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $49,663 |
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 | $32,981 | $38,315-13.9% | $80,004-58.8% | $69,651-52.6% |
| Participation rate | 31.7% | 43.0%-11.3pp | 73.0%-41.3pp | 66.6%-34.8pp |
| Annual return | 0.75% | -2.06%+2.8pp | 7.63%-6.9pp | 53.77%-53.0pp |
| Employer contribution / active EE | $429 | $783-45.2% | $2,473-82.7% | $2,241-80.9% |
| Participant deferral / active EE | $1,079 | $1,495-27.8% | $3,204-66.3% | $3,635-70.3% |
| Admin fee / account holder | $4 | $48-91.3% | $5,033-99.9% | $63-93.3% |