Filed April 14, 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.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $32,777 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,063 | $50,982-23.4% | $154,803-74.8% | $85,563-54.3% |
| Participation rate | 97.2% | 59.8%+37.4pp | 78.1%+19.1pp | 66.0%+31.2pp |
| Annual return | 7.65% | 30.35%-22.7pp | 58.88%-51.2pp | 31.51%-23.9pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $4,305-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,029 | $2,474+22.4% | $5,540-45.3% | $4,375-30.8% |
| Admin fee / account holder | $43 | $846-94.9% | $14,329-99.7% | $834-94.9% |