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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $433,516 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $47,669 |
Employer contribution per participant 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 | $282,275 | $77,559+263.9% | $68,793+310.3% | $75,289+274.9% |
| Participation rate | 90.8% | 78.3%+12.5pp | 72.2%+18.6pp | 72.4%+18.4pp |
| Annual return | -3.77% | -1.01%-2.8pp | -4.63%+0.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $15 | $1,993-99.2% | $2,625-99.4% | $2,405-99.4% |
| Participant deferral / active EE | $10,810 | $3,128+245.6% | $3,311+226.5% | $3,739+189.1% |
| Admin fee / account holder | $174 | $90+92.3% | $5,131-96.6% | $102+69.9% |