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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,780 |
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 | $93,271 | $98,217-5.0% | $105,722-11.8% | $63,975+45.8% |
| Participation rate | 96.0% | 81.9%+14.1pp | 78.9%+17.1pp | 71.1%+24.9pp |
| Annual return | 8.24% | 20.18%-11.9pp | 12.25%-4.0pp | 48.65%-40.4pp |
| Employer contribution / active EE | $3,711 | $4,802-22.7% | $4,079-9.0% | $2,182+70.1% |
| Participant deferral / active EE | $6,361 | $6,019+5.7% | $5,326+19.4% | $3,356+89.5% |
| Admin fee / account holder | $1 | $70-98.4% | $8,308-100.0% | $70-98.4% |