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 | $22,177 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 20 · EIN 52-1540171 | Trustee (individual) | $10,428 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,790 | $48,261-85.9% | $68,793-90.1% | $55,725-87.8% |
| Participation rate | 94.4% | 71.0%+23.3pp | 72.2%+22.1pp | 70.9%+23.5pp |
| Annual return | -3.01% | -2.61%-0.4pp | -4.63%+1.6pp | 244.93%-247.9pp |
| Employer contribution / active EE | $513 | $1,742-70.6% | $2,625-80.5% | $2,078-75.3% |
| Participant deferral / active EE | $1,341 | $2,712-50.5% | $3,311-59.5% | $3,356-60.0% |
| Admin fee / account holder | $48 | $126-62.1% | $5,131-99.1% | $115-58.5% |