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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $534,382 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,657 | $88,581-25.9% | $74,183-11.5% | $65,292+0.6% |
| Participation rate | 95.5% | 86.2%+9.3pp | 76.6%+18.9pp | 72.4%+23.1pp |
| Annual return | 7.57% | 11.72%-4.1pp | 17.74%-10.2pp | 11.84%-4.3pp |
| Employer contribution / active EE | $2,094 | $3,021-30.7% | $2,370-11.6% | $2,302-9.0% |
| Participant deferral / active EE | $5,172 | $4,898+5.6% | $3,550+45.7% | $3,579+44.5% |
| Admin fee / account holder | $62 | $60+4.2% | $5,586-98.9% | $57+8.6% |