Filed January 3, 2008
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.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $141,176 |
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 | $82,040 | $74,498+10.1% | $94,224-12.9% | $59,188+38.6% |
| Participation rate | 99.0% | 76.8%+22.3pp | 78.8%+20.3pp | 69.4%+29.6pp |
| Annual return | 0.05% | 2.76%-2.7pp | 10.68%-10.6pp | 5.51%-5.5pp |
| Employer contribution / active EE | $4,192 | $2,077+101.8% | $3,587+16.9% | $2,098+99.8% |
| Participant deferral / active EE | $5,195 | $3,433+51.3% | $4,320+20.3% | $3,265+59.1% |
| Admin fee / account holder | $43 | $103-58.6% | $6,269-99.3% | $92-53.9% |