Filed March 10, 2009 (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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $242,717 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $63,117 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $255,592 | $54,890+365.6% | $63,517+302.4% | $59,188+331.8% |
| Participation rate | 95.3% | 75.6%+19.8pp | 71.0%+24.3pp | 69.4%+25.9pp |
| Annual return | -0.23% | 4.56%-4.8pp | -70.30%+70.1pp | 5.51%-5.7pp |
| Employer contribution / active EE | $0 | $1,831-100.0% | $2,322-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $10,277 | $2,803+266.7% | $2,953+248.0% | $3,265+214.8% |
| Admin fee / account holder | $95 | $66+44.1% | $5,892-98.4% | $92+3.4% |