Filed April 2, 2009
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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $369,255 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $62,317 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,737 | $81,357-26.6% | $75,972-21.4% | $199,593-70.1% |
| Participation rate | 96.3% | 69.9%+26.3pp | 69.1%+27.2pp | 72.0%+24.3pp |
| Annual return | 13.64% | 16.32%-2.7pp | 359.55%-345.9pp | 34.25%-20.6pp |
| Employer contribution / active EE | $997 | $3,341-70.1% | $2,685-62.8% | $3,034-67.1% |
| Participant deferral / active EE | $4,566 | $4,710-3.1% | $4,255+7.3% | $5,087-10.2% |
| Admin fee / account holder | $82 | $144-43.0% | $6,467-98.7% | $269-69.3% |