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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $143,145 |
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 | $151,309 | $134,045+12.9% | $80,019+89.1% | $75,289+101.0% |
| Participation rate | 99.0% | 85.8%+13.3pp | 75.8%+23.2pp | 72.4%+26.6pp |
| Annual return | -3.72% | -0.56%-3.2pp | 11.22%-14.9pp | -0.04%-3.7pp |
| Employer contribution / active EE | $2,275 | $3,492-34.9% | $2,468-7.8% | $2,405-5.4% |
| Participant deferral / active EE | $7,913 | $4,976+59.0% | $3,686+114.7% | $3,739+111.7% |
| Admin fee / account holder | $89 | $124-28.1% | $6,521-98.6% | $102-12.9% |