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.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $707,370 |
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 | $46,908 | $49,890-6.0% | $104,607-55.2% | $106,222-55.8% |
| Participation rate | 24.3% | 45.0%-20.8pp | 74.1%-49.8pp | 70.8%-46.5pp |
| Annual return | 18.35% | 18.07%+0.3pp | 340.46%-322.1pp | 21.69%-3.3pp |
| Employer contribution / active EE | $506 | $809-37.5% | $2,681-81.1% | $2,723-81.4% |
| Participant deferral / active EE | $902 | $1,699-46.9% | $3,740-75.9% | $4,600-80.4% |
| Admin fee / account holder | $64 | $56+13.2% | $6,473-99.0% | $78-18.7% |