Filed February 8, 2008 (most recent of 2 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 | $19,112 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,677 | $65,322-33.1% | $70,449-38.0% | $73,488-40.6% |
| Participation rate | 97.3% | 77.0%+20.3pp | 75.1%+22.2pp | 70.7%+26.6pp |
| Annual return | 22.82% | 15.71%+7.1pp | 109.03%-86.2pp | 28.51%-5.7pp |
| Employer contribution / active EE | $2,594 | $2,460+5.4% | $2,737-5.2% | $2,270+14.3% |
| Participant deferral / active EE | $7,693 | $3,375+127.9% | $3,709+107.4% | $3,740+105.7% |
| Admin fee / account holder | $95 | $214-55.6% | $3,845-97.5% | $513-81.5% |