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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $481,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,596 | $41,409-4.4% | $94,993-58.3% | $80,976-51.1% |
| Participation rate | 18.5% | 46.1%-27.6pp | 73.9%-55.4pp | 68.3%-49.8pp |
| Annual return | 20.33% | 18.00%+2.3pp | 27.12%-6.8pp | 22.91%-2.6pp |
| Employer contribution / active EE | $257 | $698-63.2% | $2,603-90.1% | $2,402-89.3% |
| Participant deferral / active EE | $688 | $1,441-52.2% | $3,317-79.2% | $3,848-82.1% |
| Admin fee / account holder | $53 | $48+10.9% | $4,960-98.9% | $67-20.9% |