Filed April 16, 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.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,719,428 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $92,830 |
Filed as: ATLANTA CONSULTING GROUP ADVISORS, Service code 16 · EIN 81-5358976 | Consulting | $37,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,904 | $106,382-66.3% | $81,812-56.1% | $106,382-66.3% |
| Participation rate | 93.1% | 69.9%+23.2pp | 72.3%+20.8pp | 69.9%+23.2pp |
| Annual return | 13.47% | 17.37%-3.9pp | 773.79%-760.3pp | 17.37%-3.9pp |
| Employer contribution / active EE | $1,315 | $3,364-60.9% | $2,912-54.8% | $3,364-60.9% |
| Participant deferral / active EE | $3,949 | $5,569-29.1% | $4,319-8.6% | $5,569-29.1% |
| Admin fee / account holder | $89 | $79+12.5% | $7,386-98.8% | $79+12.5% |