Filed March 17, 2009
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+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,826 | $88,646+2.5% | $90,223+0.7% | $59,188+53.5% |
| Participation rate | 96.3% | 84.8%+11.6pp | 79.0%+17.3pp | 69.4%+26.9pp |
| Annual return | 2.70% | 11.82%-9.1pp | 1.31%+1.4pp | 5.51%-2.8pp |
| Employer contribution / active EE | $3,290 | $5,463-39.8% | $4,378-24.9% | $2,098+56.8% |
| Participant deferral / active EE | $5,876 | $6,586-10.8% | $5,792+1.4% | $3,265+80.0% |
| Admin fee / account holder | $1 | $63-98.4% | $7,406-100.0% | $92-98.9% |