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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $395,487 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $51,710 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $296,552 | $123,286+140.5% | $75,670+291.9% | $77,958+280.4% |
| Participation rate | 92.1% | 78.8%+13.4pp | 72.3%+19.8pp | 71.6%+20.5pp |
| Annual return | 12.70% | 20.45%-7.8pp | 27.34%-14.6pp | 20.87%-8.2pp |
| Employer contribution / active EE | $0 | $2,035-100.0% | $2,352-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $10,452 | $3,095+237.7% | $3,142+232.6% | $3,537+195.5% |
| Admin fee / account holder | $151 | $144+5.0% | $5,800-97.4% | $97+55.4% |