Filed April 12, 2007 (most recent of 3 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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $784,096 |
Service code 99 | Other Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,348 | $178,759-45.0% | $102,423-4.0% | $106,382-7.6% |
| Participation rate | 94.7% | 91.3%+3.4pp | 76.5%+18.2pp | 69.9%+24.8pp |
| Annual return | 14.02% | 17.23%-3.2pp | 29.32%-15.3pp | 17.37%-3.3pp |
| Employer contribution / active EE | $2,724 | $5,750-52.6% | $3,023-9.9% | $3,364-19.0% |
| Participant deferral / active EE | $7,077 | $9,466-25.2% | $5,053+40.1% | $5,569+27.1% |
| Admin fee / account holder | $57 | $62-8.1% | $9,451-99.4% | $79-27.9% |