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.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $455,493 |
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 | $102,773 | $73,125+40.5% | $125,175-17.9% | $77,787+32.1% |
| Participation rate | 96.0% | 79.4%+16.5pp | 79.8%+16.2pp | 73.2%+22.8pp |
| Annual return | 21.45% | 24.71%-3.3pp | 43.79%-22.3pp | 32.57%-11.1pp |
| Employer contribution / active EE | $3,336 | $2,413+38.3% | $3,865-13.7% | $2,504+33.2% |
| Participant deferral / active EE | $5,305 | $3,966+33.8% | $4,937+7.5% | $3,967+33.7% |
| Admin fee / account holder | $127 | $89+42.0% | $9,702-98.7% | $100+26.9% |