Filed April 9, 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.9+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $64,012 |
Service code 16 · EIN 34-1753575 | Consulting | $38,000 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $13,402 |
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 | $73,925 | $91,372-19.1% | $129,995-43.1% | $74,419-0.7% |
| Participation rate | 97.4% | 77.8%+19.6pp | 78.5%+18.9pp | 70.7%+26.7pp |
| Annual return | 17.50% | 23.21%-5.7pp | -137.18%+154.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $1,310 | $2,563-48.9% | $4,320-69.7% | $2,637-50.3% |
| Participant deferral / active EE | $5,546 | $4,721+17.5% | $5,820-4.7% | $4,528+22.5% |
| Admin fee / account holder | $164 | $283-42.2% | $10,614-98.5% | $348-52.9% |