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.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $362,414 |
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 | $100,457 | $67,228+49.4% | $117,854-14.8% | $77,958+28.9% |
| Participation rate | 96.9% | 79.4%+17.5pp | 79.7%+17.2pp | 71.6%+25.3pp |
| Annual return | 17.25% | 19.13%-1.9pp | 335.08%-317.8pp | 20.87%-3.6pp |
| Employer contribution / active EE | $3,201 | $2,211+44.8% | $3,786-15.5% | $2,310+38.5% |
| Participant deferral / active EE | $5,158 | $3,653+41.2% | $4,482+15.1% | $3,537+45.8% |
| Admin fee / account holder | $118 | $76+55.0% | $8,020-98.5% | $97+20.7% |