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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $7,545 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $106,104 | $102,255+3.8% | $118,746-10.6% | $77,958+36.1% |
| Participation rate | 95.5% | 84.8%+10.7pp | 78.3%+17.3pp | 71.6%+23.9pp |
| Annual return | 17.89% | 65.05%-47.2pp | 24.54%-6.6pp | 20.87%-3.0pp |
| Employer contribution / active EE | $4,409 | $4,931-10.6% | $4,193+5.1% | $2,310+90.8% |
| Participant deferral / active EE | $7,619 | $5,974+27.5% | $5,332+42.9% | $3,537+115.4% |
| Admin fee / account holder | $1 | $79-98.5% | $10,720-100.0% | $97-98.8% |