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.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,260 |
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 | $99,035 | $96,900+2.2% | $111,392-11.1% | $75,289+31.5% |
| Participation rate | 85.5% | 85.9%-0.4pp | 78.9%+6.7pp | 72.4%+13.1pp |
| Annual return | -2.49% | 1.66%-4.2pp | -2.06%-0.4pp | -0.04%-2.4pp |
| Employer contribution / active EE | $3,663 | $5,520-33.6% | $4,328-15.4% | $2,405+52.3% |
| Participant deferral / active EE | $6,328 | $6,494-2.6% | $5,567+13.7% | $3,739+69.3% |
| Admin fee / account holder | $1 | $105-99.0% | $12,266-100.0% | $102-99.0% |