Filed August 31, 2008 (most recent of 6 filings on file)
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.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,296,114 |
THE VANGUARD GROUP, INC.3 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $1,065,613 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,767 | $140,769+6.4% | $156,263-4.2% | $140,769+6.4% |
| Participation rate | 98.8% | 74.2%+24.6pp | 78.9%+19.9pp | 74.2%+24.6pp |
| Annual return | 12.85% | 16.82%-4.0pp | 59.47%-46.6pp | 16.82%-4.0pp |
| Employer contribution / active EE | $8,016 | $3,906+105.2% | $4,333+85.0% | $3,906+105.2% |
| Participant deferral / active EE | $5,600 | $6,717-16.6% | $6,158-9.1% | $6,717-16.6% |
| Admin fee / account holder | $119 | $229-47.9% | $14,255-99.2% | $229-47.9% |