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.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $614,980 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $75,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: REA & ASSOCIATES, INC. Service code 27 · EIN 34-1310124 | Advisory (Plan) | $19,500 |
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 | $21,744 | $329,111-93.4% | $78,689-72.4% | $329,111-93.4% |
| Participation rate | 97.1% | 67.9%+29.3pp | 73.6%+23.6pp | 67.9%+29.3pp |
| Annual return | 7.99% | 16.35%-8.4pp | 62.18%-54.2pp | 16.35%-8.4pp |
| Employer contribution / active EE | $782 | $2,303-66.1% | $2,851-72.6% | $2,303-66.1% |
| Participant deferral / active EE | $2,361 | $3,682-35.9% | $3,517-32.9% | $3,682-35.9% |
| Admin fee / account holder | $47 | $754-93.8% | $4,510-99.0% | $754-93.8% |