Filed April 24, 2007 (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 | $135,312 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,602 | $90,410+83.2% | $91,001+82.0% | $77,958+112.4% |
| Participation rate | 99.2% | 86.4%+12.8pp | 75.6%+23.6pp | 71.6%+27.5pp |
| Annual return | 12.46% | 21.34%-8.9pp | 4.60%+7.9pp | 20.87%-8.4pp |
| Employer contribution / active EE | $2,047 | $3,392-39.7% | $2,456-16.7% | $2,310-11.4% |
| Participant deferral / active EE | $7,246 | $4,816+50.5% | $3,547+104.3% | $3,537+104.9% |
| Admin fee / account holder | $85 | $79+8.0% | $5,417-98.4% | $97-12.4% |