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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $115,203 | $113,995+1.1% | $127,761-9.8% | $77,787+48.1% |
| Participation rate | 97.2% | 85.7%+11.6pp | 79.0%+18.3pp | 73.2%+24.0pp |
| Annual return | 21.48% | 26.09%-4.6pp | 26.14%-4.7pp | 32.57%-11.1pp |
| Employer contribution / active EE | $4,393 | $6,012-26.9% | $4,574-3.9% | $2,504+75.4% |
| Participant deferral / active EE | $7,647 | $7,267+5.2% | $6,021+27.0% | $3,967+92.7% |
| Admin fee / account holder | $1 | $108-98.9% | $9,395-100.0% | $100-98.8% |