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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $378,278 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $57,616 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $266,664 | $58,758+353.8% | $70,014+280.9% | $63,975+316.8% |
| Participation rate | 93.3% | 77.5%+15.9pp | 71.8%+21.5pp | 71.1%+22.2pp |
| Annual return | 5.33% | 18.05%-12.7pp | 12.99%-7.7pp | 48.65%-43.3pp |
| Employer contribution / active EE | $0 | $1,973-100.0% | $2,338-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $10,232 | $2,912+251.4% | $2,931+249.1% | $3,356+204.9% |
| Admin fee / account holder | $142 | $71+100.0% | $4,380-96.8% | $70+101.6% |