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.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $855,246 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $75,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124 | Recordkeeping | $31,000 |
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 | $25,175 | $80,976-68.9% | $86,590-70.9% | $80,976-68.9% |
| Participation rate | 94.8% | 68.3%+26.5pp | 73.5%+21.2pp | 68.3%+26.5pp |
| Annual return | 18.57% | 22.91%-4.3pp | 964.84%-946.3pp | 22.91%-4.3pp |
| Employer contribution / active EE | $750 | $2,402-68.8% | $2,839-73.6% | $2,402-68.8% |
| Participant deferral / active EE | $2,419 | $3,848-37.1% | $3,609-33.0% | $3,848-37.1% |
| Admin fee / account holder | $60 | $67-11.2% | $4,906-98.8% | $67-11.2% |